Vendor Management

Vendors are the companies or individuals you buy raw materials and packaging from. Keeping accurate vendor records makes creating Purchase Orders much faster.

Creating a Vendor

1. Navigate to Purchasing > Vendors in the main menu.

   

2. Click the Add Vendor button.

   

3. Name: Enter the official company name (e.g., “Essential Oils Intl”).

4. Code (Optional): A short code for internal use (e.g., “EOI”).

5. Payment Terms: Enter your agreed terms (e.g., “Net 30”, “Due on Receipt”).

6. Click Create Vendor.

Editing a Vendor

To update vendor details:

1. Locate the vendor in the list.

2. Click the Edit (pencil) icon on the right side of the row.

   

3. Update the details in the modal and click Update Vendor.