Purchasing > Vendors page [guide]
Guide contents: Navigation | Search | Favorites | Recent | Views | New vendor setup | Resources
This page allows you to manage your vendors in the system.
Navigation
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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 [in-depth guide] for a more detailed setup.
The required fields are 'vendor name' & 'vendor ID'.
The vendor name will also be used 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 company's full name.
Once saved, you will then have access to full setup features and linked transactions. Including up-to-date history.
