Step 1: Navigating to the Vendors Page
Access the Sidebar: Locate the sidebar on the left side of your screen.
Expand Inventory: Click on the Vendors option. This will take you to your main management page.
Step 2: Adding a New Vendor
If you are starting fresh, you might see "No vendors found."
Click on +: On the top right of the screen, click the + button.
Select Vendor: From the drop-down options, select Vendor. This opens the detailed entry form.
Step 3: Vendor Information Form
Fill in the following fields to create a complete profile:
Vendor Name: The official name of the company.
Display Name: The nickname that will appear in your system lists.
Customer Account Number: Your unique account number with them.
Contact Info: Website URL, Office Number, and Fax Number.
Primary Contact: Enter the First/Last Name, Title, Email, and Mobile Number of your rep.
Address: Enter the full address (Street, Unit, City, State, Zip) and use the integrated map to pinpoint the location.
Tags: Add tags to categorize and find this vendor easily later.
After filling in the form, click Save to add the vendor to your active list.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.