This guide explains how to manage vendor records, including how to add new vendors, edit existing vendor details, or delete vendors entirely.
Adding a New Vendor
Navigate to Accounting > Vendors. Click the three-dot menu located near the top-left corner, and select New Vendor.
In the New Vendor popup, enter the required information:
You must enter at least a Company Name or a Personal Name (you can include both).
If you are working on a small screen, be sure to scroll down within this popup to see additional vendor details.
After entering all necessary information, click Save.
Your new vendor has now been successfully added.
Editing a Vendor
On the Accounting > Vendors page, select the vendor you want to edit from the list on the left. Under the Vendor tab, click Details. Expand the Vendor Information section by clicking directly on it.
Update any required fields by clicking on the pencil icon beside it (for checkboxes, click the checkbox directly), input your changes, and click Save at the bottom right of the section.
Your changes have been saved successfully.
Deleting a Vendor
From the Accounting > Vendors page, select the vendor you wish to delete from the list on the left. Click the three-dot menu on the right side of the page and select Delete.
Confirm the deletion when prompted to permanently remove the vendor from your records.
The vendor has now been deleted.