Vendors and Suppliers

 

To add a New Vendor/Supplier that you can use to keep track of inventory and expenses go to the Resource Tabs> Vendors/Suppliers

 

 

 

Next click the green “New Vendor/ Supplier” button and choose “Enter New Vendor/Supplier

 

 

 

First select if this is a Supplier or Vendorblank

 

 

 

Next enter the Vendor Number, Business or Vendor name, the contact name, and choose a date when you started business with them.blank

 

 

 

Add the Contact informationblank

 

 

 

You can add how they prefer to communicate and if they are tax exempt. blank

 

 

 

You can add internal notes that only employees can see, any discount with this supplier/vendor, and add photos or documents. blank

 

 

 

When finished entering all of the information, click the blue “Save Vendor” button.blank

 

Updated on March 2, 2022

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