Vendors

Everyone you’ve hired or gotten quotes from, in one place.

Columns#

How vendors are created#

Vendors can be created in two ways:

1. Directly on the Vendors tab: enter Edit mode (i), press a
2. Implicitly when adding a quote or service log entry – type a vendor name and micasa finds or creates the record

Editing a vendor#

Navigate to the Vendors tab, enter Edit mode (i), and press e on the cell you want to change. Edits to a vendor’s contact info propagate to all quotes and service log entries that reference that vendor.

Cross-tab navigation#

The Vendor column on the Quotes tab is a live link (shown with → in the header). Press enter on a vendor name in the Quotes table to jump to that vendor’s row in the Vendors tab.

Drill columns#

The Quotes and Jobs columns show how many quotes and service log entries reference each vendor. In Nav mode, press enter to drill into a detail view showing those records.

Notes#

The edit form includes a Notes textarea for free-text annotations about the vendor. Notes are stored on the vendor record but don’t appear as a table column.

Incidents#

Incidents can optionally link to a vendor via the Vendor column, tracking who you’ve called or hired for a particular issue.

Deletion#

Vendors with active quotes, service log entries, or incidents cannot be deleted – remove the referencing records first. Once a vendor has no active references, it can be soft-deleted like any other entity.