Vendor Profile

Created by Kenneth Abad, Modified on Tue, 23 Jan at 3:12 PM by Kenneth Abad

Welcome to the Vendor Profile!

Visiting the vendors profile will open up the Vendor Details page. This page contais all of the Vendors information that was input during creation. For this example, I uploaded a note and added a Vendor Alert.

With permissions, you can edit/add addresses, notes, contacts, resale certificates and can edit the vendors details all from this page.

Details:

Selecting the pencil 'edit' icon on the details section will bring up this pop-up window:

Here you can make changes to the DBA, Type and Entity.
You can add/remove trades from here.
There are multiple Vendor Types that can be selected.
- This will more accurately represent your vendors capabilities.

All other sections of the Vendor Profile will be broken down in their own help page section.