Vendors are the companies or individuals that supply the products you sell. The Vendor Management feature keeps all your vendors in one place and helps you add and make changes anytime.
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Navigate to → → .
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Click Create New to add a new vendor.
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Click Save after entering the vendor details. An Email is required if you're using the Purchase Order feature.
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The vendor has been added! You can see all the vendors you've added to the list.
On the Vendors page, you can edit vendor entries, delete vendors, and export or print a list of your vendors.
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Navigate to → → .
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To search for a vendor, enter the name, phone number, email, or website in the search box at the top of the screen. Then click Search.
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Click the Action drop-down menu, then select Edit or Delete.
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Edit opens the same entry screen you used to create a vendor. Make any changes you want and click Save.
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Click Delete to delete the selected Vendor, then confirm on the pop-up dialog.
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Click Export to export the vendor list to an Excel spreadsheet. Click Print to get a paper copy.
Comments
2 comments
Is there a way to leave an account number (that the Vendor assigns to a business) on the PO?
Hi Hannah. I can submit this as a feature request to our development team.
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