Contents x
    How to Add a New Vendor
    • 1 Minute to read
    • Dark
      Light
    • PDF
    Contents

    How to Add a New Vendor

    • 1 Minute to read
    • Dark
      Light
    • PDF
    Article summary

    Step-by-step guide

    1. Go to Operations > Vendors & Purchases > Vendors.

    1. The Vendor Maintenance screen will load. To add a new vendor, click on Add.

    1. Fill in The Vendor’s Name, Email, Telephone Number, and other applicable criteria. ClickSave to complete and return to the Vendor Maintenance screen.

    1. To open an existing vendor, in the Search field, enter the account number, company name, or last 4 digits of the telephone number, the click on Find.

    1. Double click on a Vendor to view complete contact or default information. Under the Vendor tab you can update any information as needed.

    Was this article helpful?
    What's Next