How To Edit or Add a Vendor’s Contact Information

Edit your vendor's contact info and have all the information you need in one spot. You can edit and update as needed for each vendor. This article will help you understand how to edit vendor info.

Has a vendor contact already been created in the system, but there is information that needs to be changed or added? Following this article will help you get that information changed or added.

• How To Edit Name, Website URL, Default Charge Account, Vendor type, Discount Percent
  • From the dashboard view of Rentvine, click on Contacts on the left hand side
  • From the dropdown, click on Vendors 
  • On the next screen, enter the Vendor in the search field 
  • From the results, click the Vendor that you would like to change.
  • In the Details section, Click the Edit Button

• • Modify the necessary fields

• • Click the Save button

 

• How To Edit/Add New Email

• • From the dashboard view of Rentvine, click on Contacts on the left hand side
  • From the dropdown, click on Vendors 
  • On the next screen, enter the Vendor in the search field 
  • From the results, click the Vendor that you would like to change.

 

To Edit an Email: 

• • In the EMAIL section, click the ellipsis button on the right and select Edit

• • Enter the email address

• • Click toggle options if you would like to get notifications
  • Click the Save Button
    
    
    

To Add a New Email:

• • In the EMAIL section, Click the New Email Button

• • Enter the New Email address
  • Click toggle options if you would like to get notifications

• • Click the  Save Button
    
    

 

How To Edit/Add Phone Number

• • From the dashboard view of Rentvine, click on Contacts on the left hand side
  • From the dropdown, click on Vendors 
  • On the next screen, enter the Vendor in the search field 
  • From the results, click the Vendor that you would like to change
    
    
• To Edit a Phone Number: 
  • In the Phone section, click the ellipsis button on the right and select Edit.

• • Enter the Phone Number
  • Choose the Phone Type(Optional)
  • Enter the Description(Optional)

• • Click the Save Button 
    
    
    

To Add A New Number:

• • In the Phone section, click New Number button
  • Choose the Phone Type (Optional)
  • Enter the Description (Optional)
  • Click the Save Button

 

 

How To Edit 1099 Tax Information

• • From the dashboard view of Rentvine, click on Contacts on the left hand side
  • From the dropdown, click on Vendors 
  • On the next screen, enter the Vendor in the search field 
  • From the results, click the Vendor that you would like to change.
  • In the Tax Information section, click the Edit Button.

• • Enter the Payee Name
  • Enter the Tax ID
  • Select the Form Type

• • Click the Save Button
    
    

 

• How To Edit Payment Information
  • From the dashboard view of Rentvine, click on Contacts on the left hand side
  • From the dropdown, click on Vendors 
  • On the next screen, enter the Vendor in the search field 
  • From the results, click the Vendor that you would like to change
  • In the Payment Information section, click the Edit Button

• • From the dropdown option, select the payment information

 

For Check

• • Click the toggle button if you would like to Hold Payments

• • Select Check
  • Click the toggle button if you would like to Prevent Consolidated Payments

• • Click the Save Button at the bottom

For ECheck

• • Click the toggle button if you would like to Hold Payments
  • Select ECheck

 

• • Click the toggle button if you would like to Prevent Consolidated Payments
  • Enter the Account Number
  • Enter the Routing Number
  • Select the Account Type
  • Click the Save Button at the bottom
    
    

For ACH

• • Click the toggle button if you would like to Hold Payments
  • Select ACH

• • Click the toggle button if you would like to Prevent Consolidated Payments
  • Enter the Account Number
  • Enter the Routing Number
  • Select the Account Type
  • Click the toggle button if you would like to use ACH Corporate Account
  • Click the Save Button
    
    

• How To Edit Insurance Information

• • From the dashboard view of Rentvine, click on Contacts on the left hand side
  • From the dropdown, click on Vendors 
  • On the next screen, enter the Vendor in the search field 
  • From the results, click the Vendor that you would like to change.
  • In the Insurance Information section, click the Edit Button.

• • Enter the information for the insurance

• • Click the Save button

 

How To Add Vendor Trades

• • From the dashboard view of Rentvine, click on Contacts on the left hand side
  • From the dropdown, click on Vendors 
  • On the next screen, enter the Vendor in the search field 
  • From the results, click the Vendor that you would like to change.
  • In the Vendor Trades section, click the  Edit button.
    
    

• • Select the Vendor Trade from the dropdown list

• • Click the Add Vendor Trade button

 

How to Edit Tax Adjustments

• • From the dashboard view of Rentvine, click on Contacts on the left hand side
  • From the dropdown, click on Vendors 
  • On the next screen, enter the Vendor in the search field 
  • From the results, click the Vendor that you would like to change
  • In the Tax Adjustments section, click the ellipsis button on the right and select Edit.

• • Enter the Amount
  • Enter/Select the Date
  • Enter the Description

• • Click the Save button

 

Invitations

• • From the dashboard view of Rentvine, click on Contacts on the left hand side
  • From the dropdown, click on Vendors 
  • On the next screen, enter the Vendor in the search field 
  • From the results, click the Vendor that you would like to change
  • In the Invitations section, click the Send Invitation button

• • Enter the email address

• • Click the Invite button