How to Search for a Vendor in CRM

Overview:

This article explains how to search for a specific vendor in Xvantage for Associates (X4A) CRM using the Filter By and Quick Find search options.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also access Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM navigation menu, go to Sales > Vendors.

6. The Active Master Vendors view opens by default.

7. Locate the vendor using one of the following methods:

Method 1: Use the Filter By Option

1. Select the Vendor Name column header.

2. Select Filter By.

3. Change the filter operator from Equals to Contains.

4. Enter the vendor name in the filter field.

5. Select Apply.

The matching vendor records are displayed in the results grid.

Method 2: Use Quick Find

1. Enter the vendor name in the Quick Find search box located in the upper-right corner of the page.

2. Press Enter or select the search icon.

The matching vendor records are displayed in the results grid.

The vendor record is displayed in the Active Vendors view, allowing you to review vendor information or perform additional actions as needed.