Insignia Library system

Vendor Profiles

The Insignia Library System allows staff to keep vendor profiles in the database. This information from the profile is automatically used wherever necessary, such as when emailing a purchase order to the vendor or printing it to be faxed. To create a vendor profile:

1. 
   Click on “Acquisitions” on the Navigator Toolbar.
   
2. 
   Click on “Find/Add Vendor”.
   
3. 
   Click on “New” or select an existing one by using the search criteria.
   
4. 
   Enter all the relevant information.
   
5. 
   Click on “Save”.
   

Merge Vendors

To merge vendors, follow these steps:

1. 
   Click on “Acquisitions” on the Navigator Toolbar.
   
2. 
   Click on “Find Vendor”.
   
3. 
   Click on the “Merge” tab.
   
4. 
   Search for the first vendor to be merged.
   
5. 
   From the search results on the left, select the vendor to be merged by checking the box to the left of the vendor’s name. Then click on the “Add” button located near the center of the screen.
   
6. 
   Search for and add the other vendor(s) to be merged by repeating steps 4-5.
   
7. 
   With at least two vendors in the “Selected (At least two)” box, you must now select the name into which these vendors will be merged. Search for and select the new vendor, then press the “Add” button located near the bottom of the screen. The new vendor should appear in the “New” box.
   
8. 
   Click on “Merge”.
   
9. 
   The vendors you selected are now merged into the vendor listed in the “New” box.