Overview

Vendors are where you purchase your inventory items.


Steps

  1. From the Main Menu, select Inventory > Vendors.

    Main Menu and Inventory Vendors option
  2. Click the + New button.

    Vendors screen with New button
  3. Enter the vendor's Name and Contact Name under the Vendortab.
    • The vendor's information such as address, phone number, and email can be entered under the Contact tab.

      Vendor screen with Vendor and Contact tabs
  4. Click Save.

    Vendor screen with Save button

Outcome

You can create a vendor for purchasing inventory items.


Troubleshooting

  • You cannot find Vendors - Confirm you are in Main Menu > Inventory.
  • You need to add address, phone number, or email - Enter that information under the Contact tab.
  • The vendor record was not created - Make sure you selected Save.