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Creating A New Vendor

  • Go to your Navigation bar at top of your Dashboard
    • Vendors>List>Vendors>New

 

  •  Now you can start to fill out the vendor information
    •  Company Name = Vendor Name
      • Ex: Vendor_Graphics
    • Make sure to uncheck Auto, next to Vendor ID
    • Email
    • Phone
      • Ex: 828-963-0120
  • Next go to the Address tab on the menu ribbon, located towards the bottom of the vendor page

o   Click on the Pencil icon, located on the far right of the address field

 

  •  You should be able to hit Save, located at the bottom of the screen now
  • Next go to Relationships on the menu ribbon located towards the bottom of the vendor page again
    • Click New Contact

    • Here you should be able to add the Rep’s name, email, and phone number.
      • This will be the email that is used when writing and sending out Purchase orders
      • Click Save, this will load that information into your vendor page now

You have now created a new Vendor

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