Add New Vendors

Table of contents

I. How to Add New Vendors From:

- Admin Module

- Purchase Order Module

II. Additional Notes

 

 

I. Add New Vendors

New Vendors can be added to SingleOps in two ways:

 

Admin Module

1. Navigate to:

            mceclip0.png Admin >

                    Vendors

2. Select New 

 

Example:

Screen_Recording_2021-06-30_at_04.06.01_PM.gif

 

 

Purchase Order

1. Navigate to:

            mceclip1.png Purchases >

                   Create Purchase Order

2. From the Vendor dropdown, select + New Vendor  

 

Example:

Screen_Recording_2021-06-30_at_04.08.58_PM.gif

 

 

II. 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 

 

 

 

 

 

 

 

 

 

 

 

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