Heratio Help Center article. Category: Collection Mgmt.

Vendor Management

User Guide

Track items sent to external vendors for conservation, restoration, digitization, repair, and other services.

Workflow Overview

When to Use

How to Access

Part 1: Managing Vendors

Add a New Vendor

Vendor Record

Part 2: Creating Transactions

Transaction Flow

Create New Transaction

Add Items to Transaction

Part 3: Transaction Status Flow

Part 4: Monitoring Items

Dashboard Overview

Overdue Alerts

Part 5: Receiving Items Back

Return Process