How to Add a new Vendor
Go to Parts → Vendors.
Click New Vendor.
Fill in the required fields:
Name: the vendor's business name. Each vendor name must be unique, so if the name is already taken, search the vendor list first. The vendor may already exist.
Tax: the default tax applied to bills from this vendor. If the vendor does not charge you tax, choose your exempt or zero tax.
Add any optional details you want on file: address, phone, email, website, notes, credit terms, and credit limit. credit terms default is COD if you leave them blank.
Click Save & Close.
How to delete a vendor
Disclaimer: You can only delete a vendor that has no orders created for them. This protects the history of past purchase orders and vendor invoices. If the vendor has any orders on record, the delete won’t go through.
Go to Parts → Vendors.
Search for the vendor and click its name to open it.
Click the three dots on top right and select Delete from the list.
Confirm the deletion.
