Add New Vendors

Add New Vendors

   Admin Setup

   Purchase Order

Additional Notes

Add New Vendors

New Vendors can be added to SingleOps in two ways:

Admin Setup

1. Navigate to: Setup > More > Vendors
2. Select New
3. Fill out Vendor information.
   *Note: The only required field on the New Vendor page is Name 
4. When finished, click Create Vendor

Purchase Order

1. Navigate to: Purchases > Create Purchase Order
2. From the Vendor dropdown, select + New Vendor
3. Fill out Vendor information in popup window and click Save when finished.
   *Note: The only required field on the New Vendor page is Name 
4. Either continue creating Purchase Order and click Create Purchase Order or click Cancel.
   Your new Vendor can be found in Setup > More > Vendors

Additional Notes

• The only required field on the New Vendor page is Name 
• SingleOps does not support duplicate names across Clients & Vendors
• Vendors will sync to & from Quickbooks