Stead Vendors

Notes

• Vendor information about a company is stored on the Business Org account record.
• Vendor company information is displayed on the Tippie Order record.

Update Stead Vendor on Business Org Account

• On the Business Org account record page, check the Stead Vendor checkbox.
• Add any notes on the vendor in the Stead Vendor Notes field.
• Note: When you create a new Tippie Order record, there is a search filter on the vendor field that will only display vendors who have the Stead Vendor checkbox checked.

Search for Existing Business Org

• Use the global search to see if a vendor already exists as a business org. 
• If the vendor exists as a business org, you can edit the business org record and check the Stead Vendor checkbox.
  • Checking the checkbox on an existing business org will filter it into the vendor search results when you create a new Tippie Order record.

Creating a New Business Org

• If the Business Org doesn't exist in Salesforce, click here for steps to Create Business Organization.