The Vendor Management page stores a company's list of vendors and their categories. Vendors added here are available for selection elsewhere in myBLDR, including when mapping vendors to QuickBooks and when logging expenses in the Budget module.
To view existing vendors:
Select Profile from the top toolbar, then select Vendor Management from the left panel.
The vendor list shows each vendor's Name and Category.
To add a vendor:
Select Add Vendor. A panel opens on the right.
Enter a name in Enter Vendor Name.
(Optional) Select Add New Categories to categorize the vendor.
On the Information tab, enter the vendor's contact details:
Address, Address 2, City, State, Zip.
Email.
Phone Number.
Fax Number.
(Optional) Under Vendor Crew, select Add Crew Member to add contacts at the vendor, including their name, email, and phone number.
(Optional) Enter any additional details in Notes.
Select Save.
The Purchase Orders and Documents tabs on the vendor panel show POs and files associated with that vendor.
To import multiple vendors at once, select Import Vendors.
To remove a vendor, select the trash icon in its row.