Vendor Management

Keep the companies you buy from or subcontract to on the Vendors page. Select saved vendors on purchase orders for products or outsourced work.

Add a vendor

1. Open Stock Control in the top navigation.

   

2. Choose Vendors.

   

3. Click Add Vendor.

   

4. Enter the Company Name. Add your Account Number and the vendor's Website, if available.

   Leave Internal Notes and Vendor Notes blank if you do not need them yet.

   

5. Enter the Primary Contact details, if available. You can leave them blank and add a contact later.

   Can Receive SMS marks the number for text messages; checking it does not send a message.

   

6. Click Save. The vendor's details open.

   

Edit company details

1. Click the pencil beside the field you want to change, such as Company Name.

   

2. Enter the updated value.

   

3. Click Save.

   

Account Number and Website have their own pencil controls. Cancel closes the editor without saving your changes.

Add another contact

1. In the vendor's Contacts section, click Add Contact.

   

2. Enter the contact's details. First Name is required. Use a full phone number with an area code, such as 206-555-0193 for a US contact.

   

3. Click Save.

   

The new contact appears in the vendor's contact list.

Edit, choose, or remove a contact

1. Click the three-dot Actions button at the right of the contact's row.

   

Choose one of the actions below. Reopen the contact's Actions menu before making another change.

Edit contact details

2. Choose Edit.

   

3. Update the contact's details.

   

4. Click Save.

   

Choose the primary contact

2. Choose Set as Primary for the person you want as the vendor's main contact. The Primary badge moves to that person.

   

Remove a contact

Remove is available only for non-primary contacts; make another contact primary first if needed. Removing a contact is permanent. You can add the person again later as a new contact.

2. Choose Remove.

   

3. Check the name in the confirmation, then click Remove. Click Cancel to keep the contact.

   

Add internal and vendor notes

Internal Notes stay with your shop. Vendor Notes fill new purchase orders and appear on the copy you share with the vendor.

Internal notes

1. Click the pencil beside Internal Notes.

   

2. Write your note.

   

3. Click Save.

   

Vendor notes

4. Click the pencil beside Vendor Notes.

   

5. Write your note.

   

6. Click Save.

   

Return to a vendor

1. Click Close at the top right of the vendor details window to return to the list.

   

2. Double-click the vendor's row to open its details.

   

A single click does not open the row. Use Search to narrow the list when you have many vendors.

View Vendor Page opens the same vendor as a full page; use the Vendors breadcrumb to return to the list.

Remove a vendor

Removing a vendor is permanent. Existing purchase orders remain with the vendor name. You can add the company again later as a new vendor.

1. In the vendor details window, open the three-dot More actions menu beside View Vendor Page.

   

2. Choose Remove Vendor.

   

3. Check the company name in the confirmation, then click Remove. Click Cancel to keep the vendor.