Vendors and Suppliers

To add a New Vendor/Supplier that you can use to keep track of inventory and expenses go to Resources > Vendors / SuppliersNext click the green “New Vendor / Supplier” button and choose “Enter New Vendor / Supplier”Enter the Business Name or Full Name, then fill in the details. Further down the form, choose Supplier or Vendor in the Type dropdown.Your contact’s First Name and Last Name go at the top with the business name. Under Additional, enter the Vendor Number, Discount %, Type and Since (the date you started doing business with them).Add the Contact informationUnder Contact Info, choose whether they are tax exempt. To set how they prefer to be contacted, click Communication Settings and pick Phone Call, Email or Text Message. You can add internal notes that only employees can see and add photos or documents. When finished entering all of the information, click Save Vendor.