Adding a Vendor and Managing Vendor Information

This guide provides step-by-step instructions on how to add a vendor and manage their information. It covers creating a new vendor, adding primary contact details, billing and shipping addresses, and viewing, editing, and deleting vendor details. It also explains how to add notes and contacts for the vendor, allowing for easy tracking and management of their information.

Ayushi
18 steps
41 seconds

Create a new vendor

Navigate to Worksuite > Purchase Module > Vendor.

Click "Add Vendor".

Click the "Primary Contact Name" field. Type "vendor name".

Click the "Email" field. Enter "vendor email id".

Click the "Phone" field. Enter "Vendor phone no."

Click the "Billing Address" field. Enter " Billing Address" The billing address is the address linked to your bank account and the one you registered with your bank when you set up your payment method with your bank.

Click the "Shipping Address" field. Enter "Shipping Address" A shipping address is the location a consumer prefers to have an order delivered.

Click "Save".

Click here. From here,you can view ,edit and delete that particular vendor's details.

Click "View".

Vendor overview

From here, you can check all the details about the vendor like notes, contacts, orders and the billing status and track them easily. Click "Notes" to add notes for that vendor.

Click "Add Note".

Enter the note title for vendor.

Enter note details and save.

Click "Contacts".

Click "Add Contact".

And fill contact details.

And save.