---
title: VENDORS - Access / List Functionality
description: VENDORS - Access / List Functionality
---

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2. [Spire User Manual - Vendors](https://cs.geminilogic.com/en/manual/spire-user-manual-vendors?hsLang=en)

# VENDORS - Access / List Functionality

**![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-53-11-65-PM.png)**  

- - **Access** in one of 3 ways:![VendorsAccess](https://cs.geminilogic.com/hs-fs/hubfs/VendorsAccess.png?width=300&height=204&name=VendorsAccess.png)  
          - Text Menu
          - Module List
          - Web Access - Tools \> Server Admin (with basic functionality) 👇

                   ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-08-2023-06-46-33-4029-PM.png?width=349&height=161&name=image-png-May-08-2023-06-46-33-4029-PM.png)

- - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-54-00-09-PM.png) **Refresh** to load any Vendors that may have been posted since last refresh and that may not be displaying on this list
    - **Vendor List Functionality:**  
          - **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-55-00-66-PM.png) Filters** - create a filter for this list  
                  - click ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-55-43-90-PM.png) **Filters![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-11-02-58-64-PM.png)**
                  - choose **Any** or **All** selector
                  - select from the list of fields to set the criteria
                  - select from the operators ie:‘is’, ‘is not’, ‘ is greater than’, etc - this operators list changes based on the field selected in the previous step
                  - enter the criteria information, ie: ‘USD’
                  - if desired click ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-55-53-12-PM.png) to add a line of criteria
                  - to remove the line, click ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-56-03-87-PM.png)
                  - make any column adjustments - see [Column Customization](https://cs.geminilogic.com/en/manual/vendors-access-list-functionality#column-customization)
                  - select ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-11-08-27-08-PM.png) Filters for **Save** options:

                                    ![FiltersMenu](https://cs.geminilogic.com/hs-fs/hubfs/FiltersMenu.png?width=167&height=160&name=FiltersMenu.png) 

- - - - - **Save as default** - this filter will be active whenever viewing Vendors
                            - **Remove default** to remove the previously set default Filter
                            - **Save filter** if you are making changes to a previously saved filter
                            - **Save filter as…** will allow you to name the Filter with the following settings:

- - - - - - give this filter a name

                                                     ![VendorFilterName](https://cs.geminilogic.com/hs-fs/hubfs/VendorFilterName.png?width=228&height=176&name=VendorFilterName.png)

- - - - - - select ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-11-08-35-68-PM.png) **User** to save for you only
                                        - select ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-11-08-39-89-PM.png) **Company** to save for all users
                                        - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Show in module list** to display beneath the module name
                                        - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Save column state** if you have removed or added columns and to save your column sort
                                        - click **OK**
                                        - the new Filter is also accessible in the Filter menu:

                                                   ![VendorFilterMenu](https://cs.geminilogic.com/hs-fs/hubfs/VendorFilterMenu.png?width=192&height=178&name=VendorFilterMenu.png)

- - - - - click on the ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-11-08-56-36-PM.png) Filters button to release the current filter to see entire list or start a new filter
                  - **Icon Menu Customization**   
                            - hover over the Icon Group handle  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-19-2023-05-51-07-5645-PM.png?width=6&height=36&name=image-png-Apr-19-2023-05-51-07-5645-PM.png) until you see ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-11-16-45-17-PM.png?width=27&name=image-png-Jul-31-2022-11-16-45-17-PM.png)
                            - drag the Icon Group to where you want it
                  - **![](https://cs.geminilogic.com/hubfs/Picture2-png.png)Column Customization** 
                            - drag and drop columns for desired positioning
                            - right-click on any column heading to identify which columns you wish to see in the grid
                  - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-11-10-26-43-PM.png)  **Column Sort / Search** - click on any column heading to sort the list by that column 
                            - further narrow your search by just typing (you will see the typed letters in green) and the list will highlight the closest match, in currently sorted column

- ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-11-09-06-31-PM.png) - type any character(s) into this field and the list will narrow to only records containing the character(s) typed, somewhere in the details
- open a Vendor record and use the **Navigate** buttons ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-11-09-40-79-PM.png) to page through Vendors in the list, filtered or not filtered, in order of the current column sort

- Vendor List **Context Menu** - right-click on any line(s) in the list to display

          ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-11-18-41-77-PM.png?width=128&height=177&name=image-png-Jul-31-2022-11-18-41-77-PM.png)

![](https://cs.geminilogic.com/hubfs/image-png-May-08-2023-07-19-23-4437-PM.png) **Export** the list of Vendors - see [Vendors - Export](https://cs.geminilogic.com/en/manual/vendors-export?hsLang=en)  
![](https://cs.geminilogic.com/hubfs/image-png-May-08-2023-07-11-34-6735-PM.png) **Add / ![](https://cs.geminilogic.com/hubfs/image-png-May-08-2023-07-12-07-6607-PM.png) Edit / ![](https://cs.geminilogic.com/hubfs/image-png-May-08-2023-07-12-17-1046-PM.png) Delete** Vendor - see [Vendors - Add / Edit / Delete](https://cs.geminilogic.com/en/manual/vendors-add-edit-delete?hsLang=en)

![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-08-2023-07-14-05-6712-PM.png?width=42&height=22&name=image-png-May-08-2023-07-14-05-6712-PM.png) **Print** reports / forms on the selected Vendor(s), see [Vendors - Reports](https://cs.geminilogic.com/en/manual/vendors-reports?hsLang=en)

![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-08-2023-07-15-05-3016-PM.png?width=23&height=23&name=image-png-May-08-2023-07-15-05-3016-PM.png) **Email** the selected Vendor(s) - see [Vendors - Email](https://cs.geminilogic.com/en/manual/vendors-email?hsLang=en)

 

 

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