Vendors are edited in a large panel so you can capture vendor details, optional contact information, comments, and supporting documents in one place.Documentation Index
Fetch the complete documentation index at: https://anyschool.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
What this screen is for
- Record vendor identity and type.
- Store either a linked saved location or a manual location snapshot.
- Track optional primary contact details.
- Discuss the vendor using comments when editing an existing vendor.
- Upload supporting files on the Documents tab when editing.
Tabs
Details
The details tab includes:- Vendor name (required)
- Vendor type selector
- Description and Note text areas
- Location mode choices:
- Manual location snapshot
- Link a saved location
- If linked, a Saved location selector that can show a loading state while locations are fetched
- If manual, fields for Location name, Location address, Latitude, Longitude, and Location description
- Primary contact fields (optional in early versions, but recommended), including first name, last name, title, email, office phone, and mobile phone
- Comments on the right column when editing an existing vendor
- A footer action Create Vendor or Save Vendor on the details tab
Documents (edit only)
When editing a vendor, a Documents tab appears for file uploads. You can:- Drag and drop files or choose files to upload
- See upload progress per file
- Open or download uploaded files
- Delete a file after confirming deletion
Common actions
Switch between manual and linked locations
Choose the location mode that matches how you want to maintain the vendor record. Linked locations keep the vendor aligned with your saved location directory. Manual snapshots are useful when the vendor address should not be tied to a reusable location record.Upload evidence and agreements
Use the documents tab for quotes, contracts, insurance documents, or other files your team needs during planning.Empty, loading, and error states
- If saving fails, you may see Unable to save vendor with details.
- The documents tab can show loading, error, and empty messages such as No vendor documents have been uploaded yet.
- Deleting a file asks you to confirm, and explains the stored file object remains private in storage.
Permissions and read-only behaviour
Vendor edits require vendor management permission. Document upload and delete additionally depend on document permissions for vendor files.Tips
- Keep vendor contacts current before booking season.
- Prefer linked locations when the vendor is also a saved school location.
- Use notes for operational reminders that should not be confused with the public-facing description.