How to create a vendor record

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

From the main menu, select Plan > Vendor.

Click New.

In the New Company dialog box, provide all requested information. This dialog requests values for the basic vendor company details.

Field	Description
Name	The name of the vendor.
Code	The Service Management identification code for the vendor. If you are working in an MT environment and are creating a managed customer, this code must be 3 characters consisting of uppercase letters or numbers. For example ABC. This code is appended to the beginning of each request and incident record ID when viewed in the MT Console grid.
Company type	The type of company.
DUNS number	The company's unique identification number—provided by the company.
Description	A description about the company; for example, your relationship, services provided, and so on.

Click Save & edit.

Complete the remaining details as appropriate:

Section	Description
Company details	Logo	The company logo. Click Upload image to upload the logo image.
	Caution note	Cautionary notes about the vendor. This field is mandatory when the vendor is in the Caution phase. Available: When the vendor is in the Caution or Inactive phases.
	Web site	The URL for the company's official Web site.
	Phone	The company's telephone number.
	Email	The company's main email address.
	Fax	The company's fax number.
Contacts	Contact your tenant administrator to enter the vendor contacts into the system, selecting the vendor's name in the Company field. These contacts automatically appear under the vendor's Contacts section.
Sites	Contact your tenant administrator to enter the sites into the system in the Locations module. To select one of the sites as the company's headquarters, select the site and click Set as Headquarters . To remove the Headquarters tag from a site marked Headquarters, select the site and click Remove Headquarters .

Click Save icon Save on the toolbar.