How do I create a vendor?

To create a vendor: 

  • Select “Vendors” from the top navigation bar 
  • Select “New > Vendor” 
  • Fill in required fields 
  • Click “save” 

Note:

  • Click the “+” sign to the left hand side of the vendor profiles to view contact details 
  • To add a new vendor, the user must have privileges. Privileges can be given from Admin Setup > Access Management > Access Control > Vendors > Allowed to Add New Records. 

 

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