Vendors in the system are for outsourced purchases and work. Default mark up tables can be set for each vendor to calculate by default when the vendor is added to an order.


Creating a New Vendor

Step    Action

 1.       Select {Settings} and then select {Vendors/Suppliers} under Dockets.

 2.      Select {New} under Vendors. A New Vendor page will open.



 3.      Complete the General fields.

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)

 

  4.  Select {Save}. The page will now show the name of the new vendor.



Note: The option to add additional vendor information will be available once the General vendor information has been saved and the new vendor page generated. (See Vendor - Locations, Vendor - ContactsVendor - NotesVendor - Markups)