Manage Vendors

Users with the role of adding, updating, removing and viewing vendors will have access to the admin page to manage their vendors. Vendors are required to be added and associated with a specific service. When bills are added to the system, they are tied to a particular account. Upon adding a bill, the Vendor and Account can be applied automatically.

Viewing Vendors

1. Go to Admin > Vendors from the left-side navigation menu.

A list of Vendors will be displayed.

Adding a Vendor

1. From the vendor's page, click Actions > Add Vendor

2. Fill out the vendor's information.

Name: Enter the name of the vendor.

Address: Enter the vendor's address.

City: Enter the city where the vendor is located.

State: Enter the state where the vendor is located.

Zip: Enter the zip code where the vendor is located.

Phone: Enter the vendor's direct phone number.

Website: Enter the website of that particular vendor so it can be referenced at a later time. 

Notes: Enter any general notes about this vendor that users must be aware of. This can be referenced at any time.

Services: Select all services that are related to this vendor.

3. Click Save.

Editing a Vendor

1. From the vendor's page, click the pencil icon () next to the vendor you want to modify.

2. Change the information.

3. Click Save. 

Deleting a Vendor

1. From the vendor's page, click the trash icon () next to the vendor you want to delete.

2. Click YES on the prompt to delete the record.

Note: If you try to delete a record that contains data about existing bills, a status code failure will display.