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Step-by-step guide

Add vendors and vendor contacts

2 steps. Prefer to watch? Play the 0:46 video.

  1. To save the person you deal with, go to Vendor Contacts and create a contact: company, department and contact person.

    Screenshot for step 1: To save the person you deal with, go to Vendor Contacts and create a contact: company, department and contact person.
    Watch this step at 0:16 →
  2. To add just the supplier, go to Vendors → New Vendor and fill in its details.

    Screenshot for step 2: To add just the supplier, go to Vendors → New Vendor and fill in its details.
    Watch this step at 0:38 →

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