Vendors
To set up your suppliers go to Settings > Inventory > Vendors.
Vendors List
The Vendors page defaults to the Vendors List table. Contact information about the vendor is shown in this table.
- Search Bar
- Key in the information you are looking for on the search bar and matching information will populate the table
- You can search for the vendor name, address, and phone number.
- Actions button
- Use this button to add or create new vendor records.
- Vendor records are also deleted using this button.
- The Vendors List has 3 columns.
- Name
- Street Address
- Phone
- Sort the vendors’ list
- Click on the column header to sort the vendors’ list according to the selected category.
- List Per Page
- Select the number of items to be displayed per page. Options to choose from are 15, 25, 50
- Use the arrow buttons to move from one page to another.
Add a New Vendor
- Click on the Actions button and select Add New Vendor.
- Fill in the item details on the Add Vendor window. Fields with (*) are required.
- General
- Company*
- Phone
- Mobile
- Fax
- Others
- Website
- Address
- Street Address
- City
- State
- ZIP
- Country
- Notes
- Others
- Account No.
- Business ID No
- General
- Save the new vendor. This will be added to the Vendors List.
Update a Vendor’s Record
- Find the vendor from the list and click on it to open the Edit Vendor window.
- Update the details.
- Save the changes.
Delete a Vendor
- Find the item or items to be removed.
- Tick the checkbox to the left of the item or items.
- Click the actions button and select Delete.
- The confirmation window will come up. Select Yes to continue, select No to cancel the action.
- The vendor will be removed from the list.