Managing Vendors

This help article will walk you through how to get to your Vendors List, add new Vendors, and edit existing ones.

Quick Summary of Step-by-Step Guide:

1. Access Vendors
2. Adding a New Vendor
3. Editing Vendor Information
4. Editing Vendor Notes
5. Cloning a Vendor
6. Deleting a Vendor

In-Depth Step-by-Step Guide:

1. Access Vendors
   
   To access your vendors list click on the Mega Menu button, then the Vendors sub-tab.
   
   
   
   
2. Adding a New Vendor

   To add a new vendor click on the + New Vendor button, located on the top left side of the page.  This will open a dialog box where you can enter the vendor's information.
   
   
   
   
   
   
   

3. Editing Vendor Information

   You can edit a Vendor's information by clicking on the three dots located on the far right side, just after the outstanding amount.  Select the Edit option and a new dialog box will open where you can make changes.  Remember to click Save before closing this dialog to save your changes.
   
   
   
   

4. Editing Vendor Notes

   If you would like to attach a note to a vendor, you can easily do it in two different places.  The first place is in the New Vendor dialog box.  After entering the address information you will see a big box for you to enter Notes.
   
   
   
   

   The second place to edit Notes for a vendor is by clicking the paper icon on the vendor list between the Vendor Name and State columns. When the paper icon is dark, this indicates that a note has been entered for this vendor.
   
   
   

    

5. Cloning a Vendor

   You can use the Clone option if you need to duplicate one of your Vendor’s information.  This is a helpful tool that can save you a lot of time.  Simply find the Vendor you would like to clone and click the same three dots as shown in the last image, then choose Clone.  This will duplicate the information.
   
   
   
   

6. Deleting a Vendor

   There are two ways to delete a Vendor: The first option is to click on the same 3 dots we have used in the last two steps and click on Delete.  The other option is helpful when you want to delete multiple Vendors at the same time.  From the Vendors List main screen, check the box next to each of the Vendors you want to be deleted, then click the green Actions button.
   
   
   
   
   

   Note: The delete option will not be available for vendors that already have been tied to other transactions like bills or invoices.