To set up vendor insurance information, follow these steps:
- From the Maintain
menu, select
- Select the vendor that you would like to track insurance information for. Then, select the Insurance tab.
- On the Insurance tab, enter the information that you would like to track for each of the four insurance types.
- Expiration Date—Enter or select the date the insurance policy expires.
- Company Name—Type the name of the insurance company who issued this policy. This is not the name of the insurance agent. You can enter up to 30 characters.
- Policy Number—Type the policy number in this field. You can enter up to 25 characters.
- Notes—Add additional information about this insurance policy. For example, you might track policy limits, phone numbers, and/or policy effective date.
- After you have entered the insurance information, either continue adding vendor information or select Save.