Add and Edit Vendors

The Vendor page is used to keep track of your vendors, as well as create a Vendors Catalog of SKUs. This is vital for using our purchase order system. In this article we'll show you how the Vendor page works.

What are Vendors?

Vendors are any suppliers you purchase materials or sellable items from.

How to Access the Vendors Page

Go to Inventory > select Vendors from the menu: 

The Vendors Page

Overview

The Vendors page includes a Search for Vendors field at the top, a list of current Vendors in the bottom half, the address of each vendor, and the number of items in the Vendor Catalog.  

Create New Vendor

On the Vendors page, click the Create Vendor button:

The required fields are indicated by the red asterisks, which are Display Name, Lead Time, and Currency. 

  • Display name - How you want this vendor to be displayed in the Vendor Catalog.
  • Lead time - How long it will take from the time of the Purchase Order being sent to the vendor to the time that you receive the products on hand. 
  • Currency - Purchase orders for that vendor will be in this currency. 

While not required, we do recommend adding a vendor email at this step. 

To save, click the Create Vendor button. 

Edit Vendor

Click on the Vendor's name to edit. 

Note: At this time you cannot delete Vendors from your Vendor page. 

To learn more about the Vendor Catalog and Purchase Orders, Visit our Manage the Vendor Catalog article