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VENDORS - QUICK START GUIDE

Vendors- Quick Start Guide

In the Learnsoft LMS, Vendors are a feature that allows creation, editing, viewing and searching of vendor information.Vendors provide key products and services to the LMS system, e.g. SCORM courses. Vendors can be external, for example "Epic", or internal, for example 'company design group".

Access the Vendors Feature

To access the Vendors Feature:

  • 1 - Click on the User Management Dropdown Box
  • 2 - Click Vendors.
  • 3 - This will bring up the Vendor List screen which displays Vendors that have previously been added to the system

Add a Vendor

To Add a Vendor to the LMS system, follow these steps:

  • 1 - Access the Vendor List as directed in the prior section
  • 2 - Click on the New Vendor button near the top right portion of the screen.
  • 3 - This will launch the New Vendor Details screen. The level of detailed entry will vary based on your organizational needs.
  • 4 - Enter the required information of vendor name and address.
  • 5 - Enter any desired optional information.
  • 6 - Click the Save button located near the top right of the screen.

The vendor has now been created and will be available in the Vendor list. Repeat this step as necessary for all new vendors.

Edit Vendor Information

To edit existing vendor information:

  • 1 - Click on the User Management Dropdown Box and select Vendors to access the Vendor List screen which displays Vendors that have previously been added to the system.
  • 2 - Use the navigation, sort and search functions to identify the specific vendor whose information you wish to edit.
  • 3 - Click on the row of the vendor you wish to edit (anywhere in the correct row and from the Vendor ID column on the left to the state column on the right)
  • 4 - This will bring up the New Vendor Details page for the selected vendor.
  • 5 - Click the Edit button in the upper right hand corner to enter edit mode.
  • 6 - Make desired edits and updates.
  • 7 - Click Save to save the changes and updates.

The vendor's information has now been updated.

Delete a Vendor

To Delete a vendor from the LMS system,

  • 1 - Click on the User Management Dropdown Box and select Vendors to access the Vendor List screen which displays Vendors that have previously been added to the system.
  • 2 - Use the navigation, sort and search functions to identify the specific vendor whose information you wish to edit.
  • 3 - Click on the red (X) icon in the Delete column in the row of the vendor you wish to delete.
  • 4 - A dialog box will popup asking you to confirm the deletion.
  • 5 - Click OK to confirm the deletion.