Creating Vendors
1. Go into the Directory screen
2. You get 3 options:
- Search for an existing vendor
- Create a new vendor
- Bulk import your vendors by uploading a .csv file
Searching For An Existing Vendor
Use name or phone number to search for an existing vendor:
Creating A New Vendor
1. Click New
2. A pop up will appear. Fill in all the information and click Save:
3. Then search up the newly created vendor via the search bar.
Bulk Importing Vendors
Whenever you need to add several vendors at once, you can easily import them using an .csv file.
1. Pick Bulk Import
2. There's a handy template you can use to create the file. Download it by simply clicking "this".
3. Fill the file in and upload it.
4. Click import.
To learn about managing vendors, consult this guide.
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