Managing Vendors
Select Vendors from the left panel.
Creating a new vendor:
Click on + New Vendor from the top of the page.
Once the panel opens add in a vendor name, email contact, user role and then include any markups, payment terms or lead time information. Upon completion click submit.
The new vendor will appear on the vendor listing page.
Managing a vendor's information:
Find the vendor you're looking to update and click on the 3 dots on the right. Select edit.
A panel will open with all of the current vendor information.
If an additional vendor contact needs to be added this can be completed by scrolling to the bottom of the panel and clicking New Vendor. Edit any information and click submit.
If you no longer use a vendor, find the vendor you're looking to update and click on the 3 dots on the right. Select archive. The vendor will no longer appear on the vendor list.
Creating a new vendor:
Click on + New Vendor from the top of the page.
Once the panel opens add in a vendor name, email contact, user role and then include any markups, payment terms or lead time information. Upon completion click submit.
The new vendor will appear on the vendor listing page.
Managing a vendor's information:
Find the vendor you're looking to update and click on the 3 dots on the right. Select edit.
A panel will open with all of the current vendor information.
If an additional vendor contact needs to be added this can be completed by scrolling to the bottom of the panel and clicking New Vendor. Edit any information and click submit.
If you no longer use a vendor, find the vendor you're looking to update and click on the 3 dots on the right. Select archive. The vendor will no longer appear on the vendor list.
Updated on: 25/03/2025
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