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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