Vendor - Vendor Insurance Information

Version: 5.2.0.6

 

Description 

General liability typically protects third parties, such as vendors, customers, and other people in contact with your business or on your business property.
 
Workers compensation typically pays the medical costs, lost wages, and, if necessary, death benefits when an employee becomes ill, has an accident while on the job.
 
This guide will go over how to add vendors Liability & Workers compensation insurance information. 
 
 

Related Links

 
 

Step By Step 

 
1. In the Search Box, search your Vendor
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2. Under Insurance, click Add 
 
3. Select Liability or Workers Compensation 
 
4. Enter the Insurance information 
1. Display Name (required) Insurance Name 
2. Info 
Expiration Date
3. Phone & Address 
 
 
5. When finished, click Save 
 
  

Expired Insurance 

 
If a vendor's insurance information has expired, the vendor's page and multiple modules will show an Insurance Expired flag. 
 
Vendor Page 
 
 
Insurance Page 
 
Enter Bills 
 
 
Work Orders

Deleting an Insurance Policy

While viewing the Vendor's page, clicking the Trashcan icon next to an Insurance Policy will delete it from the system

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