Create a vendor by either clicking the left side menu ‘Vendors’ then ‘New Vendor’ or the ‘New Vendor’ button located at the top of the Vendor List. Both will open the new vendor page. Creating a Vendor On the New Vendor page you can enter the following information: Editing a Vendor To edit a vendor […]
Review vendor management features.
The Vendor tab manages all of your vendors. Vendors may be assigned a username and given limited access set by an admin user. Vendors may also be marked as a “Field Resource” available for scheduling. Set up subcontractors as vendors and track their hours worked and view outstanding balances. Add a new Vendor by clicking […]