ForemanFOREMAN

Add a vendor

Create a vendor or subcontractor contact so you can send them orders and bills.

Vendors and subcontractors live in the same contact list as your clients — the only difference is the Type you choose when you add them.

Open your contacts

  1. From the sidebar, click Contacts.
  2. You'll see your full contact list.

Don’t see this?

If you don't see Contacts in the sidebar, your role may not have access to contacts. Ask your organization owner to grant it.

Add the vendor

  1. Click Add Contact in the top-right.
  2. Enter the vendor's Name (required).
  3. Set Type to Vendor.
  4. Add their Email, Phone, and Company if you have them.
  5. Click Add Contact to save.

Note

Setting the type to Vendor is what lets you select this contact later as the recipient of vendor orders and bills.

Find your vendors fast

Use the filter dropdown above the list to narrow it to Vendors, or the search box to find one by name, email, or phone.

Edit a vendor later

Click any row to reopen the contact, change any field, then click Save.

NextThe contact account & activity