Creating a Vendor

Created by Kenneth Abad, Modified on Fri, 8 Mar at 3:29 PM by Kenneth Abad

Table of Contents

Vendor Creation
Vendor Details
Address & Service Area
Billing

Vendor Creation

To create a vendor, there are 2 places to begin. You can start anywhere in the app by using the 'Create' button in the top nav bar, or you can select the '+' button on the Vendor List.

This will open the Create Vendor screen, which has a 3-step process to create a vendor. Lets break it down!

Vendor Details

The Vendor Details page of the stepper is where you put the general information about the vendor.

A contact will have to be created for the Vendor at this point

This contact will be used later in the modal

The contact can have up to 5 phone numbers saved.

Once all of the required details are input, we can move to the next step.

Address & Service Area

	The Address & Service Area step is where you to put in the address of the Vendor. The address can be pulled from Googles address validation system by typing in the Street field Using the address selector will automatically fill in the other fields with the information from Google.
	If the address is not found automatically, it can be manually input and validated. The Enter Coordinates box will allow you to input the coordinates to the location and give the system a point to look for. This will validate the location. Entering the coordinates gives a point of reference for the distance for finding vendors near the location.

You can now add any additional service areas below the initial address, and then Save to move to step 3.

Billing

This final step is where the Billing information is input for the Vendor.
Once this information has been added, the vendor is ready to be created.

Take a moment to go back through the steps and verify the information as information is saved between the pages, and you can Create your vendor!