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Vendors are used at the Outsource level of a Quote and Order level. Vendors provide promotional items, specialty finishing, and other services that you do not offer in house.

Add a New Supplier

  • Navigate to Settings > Dockets > Vendors / Suppliers
  • Scroll down to Vendors and click New
  • Fill out the necessary fields in each section.
  • Click Save

The blue tooltip icons provide additional information for each field. 
Below is a table of each section with additional information for each field.




Field
Description
Name
Enter vendor Name.
PhoneEnter vendor Phone number.
FaxEnter vendor Fax number.
EmailEnter vendor Email address.
WebsiteEnter vendor Website.
Vendor TagsSelect one or more Tags from the drop-down menu.
Note: These options can be modified. (See Customer - Tags)