Adding Vendor Contacts

Modified on Mon, Aug 26 at 12:13 PM

A person that you actually interact with in your vendor's company is called a vendor contact. There can be multiple contacts within each vendor which are stored in the vendor's information. 


This article describes how to access and add your vendor's contacts. You can only do so after your vendor is added.


For help adding a vendor, see Adding a New Vendor.


Accessing Your Vendor Contacts


  1. From the sidebar, select Inventory, then Vendors. 
  2. Select the vendor you would like to access. If you cannot find the vendor you are looking for, check your filters. For more help, see Filtering Vendors.
  3. From the left menu, select Contacts. The name, office, email, owner, and actions of any existing vendor contacts should be displayed.


Adding Vendor Contacts


  1. Once you have accessed your vendor contacts list, you can start adding contacts. Select +Add Contact at the bottom left.  The form fields for each contact should appear.
  2. Fill out the contact's Name. This is the only required field, though you may also add the contact's office, mobile phone number, fax, and emails. A description of the fields is shown below.
  3. At the bottom right, select Save.



Contact Form Fields


FieldDescription
NameThis is the only required field, and is the name of the vendor contact.
OfficeThis is the office phone number of the contact.
Mobile
This is the contact's mobile phone number.
FaxThis is the fax number for the contact.
Email 1This is the primary email address of the contact.
Email 2This is the secondary email address of the contact.


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