Menu Navigation | Search | Favorites | Recent | Views | New Vendor Setup | Resources

This page allows you to manage your Vendors in the system.

Menu Navigation

Search

Allows you to do a quick search across all Vendors in your system.

Favorites

Shows all Vendors you have favorited by clicking the Star Icon.

Recent

Shows the most recent Vendor Records you have created or accessed.

Views

Allows you to report on all Vendors in the system, not just what's in the Favorites or Recent section.

New Vendor Setup

See the Vendor Setup guide for a more detailed setup.

The required fields are Vendor Name and Vendor ID.

For Vendor Name, this will also be seen as the Company Name in the system when running reports.

For Vendor ID, avoid using special characters. We also recommend you keep the ID to a minimum and/or standard format that all vendors follow. Such as abbreviations or initials of the companies full name.

Once saved, you will then have access to full setup features and linked transactions. Including up to date history.

Resources

Vendor Setup

Purchasing: Today Purchasing