Breadcrumbs

Vendor Information

With a vendor selected, you can manage their information, such as phone numbers, addresses, and more. 

Addresses Tab

On the Address Tab, you will be able to edit the Billing and Shipping information for the vendor.

  • Click Map to open the address in Google Maps

  • Click Call to call the phone number

  • Click Open to open a new email in your preferrered email app with the email address filled in

  • Enter in the Zip Code first, then the city, state and country will auto-fill

  • Check Match Billing to have the Shipping information be the same as the Billing information

Additional Info Tab

The Additional Info Tab is where you can enter optional information for the vendor, including answers to the questions in the Question & Answer section.

  • The Active checkbox indicates whether the vendor is an active vendor or not

    • By default, inactive vendor will not appear in searches or in quick lookups from the Sale screen

  • The Question and Answer section allows you to record common questions about the vendor along with corresponding answers

Attachments Tab

The Attachments tab is where you will go to manage and view any files that have been added to the selected vendor.

  • Clicking Add Video allows you enter your Youtube account name and search and select from all videos from that account

  • Click the arrow icon next to Add Video to add a YouTube video using a URL

Purchase Orders Tab

Use the Purchase Orders tab to view purchase orders for the selected vendor.

  • Select a purchase order and click “View PO” to go to that Purchase Order to view more details

  • Select a purchase order and click “Void” to void it