Back Office: Inventory - Vendors

Back Office: Inventory - Vendors


Navigation: Sign into the Back Office and select a Store. On the left-side, select Inventory then Vendor.



The Vendor page appears, including the Total Value on Hand, along with a table containing the following columns:

  1. Name – The name of the vendor.
  2. Description – A brief description of the vendor.
  3. Phone Number – The contact phone number of the vendor.
  4. Email ID – The contact email address of the vendor.
  5. Address – The mailing address of the vendor.
  6. Contact Name – The name of the vendor's contact person.
  7. Contact Number – The phone number of the vendor's contact person.
  8. Actions – Buttons for Edit (pencil) and Delete (trash can).
    1. Delete – The Delete pop-up appears, with Cancel and Delete options.
      1. Select Delete and the Vendor is sent to Inactive status with a ‘Vendor inactivated successfully’ confirmation message appearing.
      2. Select Cancel, and the Vendor is kept in Active status.


Create or Update a Vendor

  1. Create a new Vendor by clicking the + New Vendor button at the upper-right (or under the Actions column click the corresponding Edit [pencil] of an existing Vendor).



  2. The New/Update Vendor pane appears. Enter or update the Vendor information, as needed.
    1. Note: Only Name is a Mandatory field.


    2. General

        1. Name – (Mandatory) Enter the name of the Vendor (maximum of 25 characters).
        2. Phone Number – Enter the phone number (only numbers allowed).
        3. Email – Enter the Email Address of the vendor.
        4. Description – Enter a detailed description of the vendor.


    3. Contact

        1. Contact Name – Enter the name of the contact person.
        2. Phone Number – Enter the phone number of the contact person.


    4. Address

        1. Address Line 1 – Enter the number and street name of the address.

        2. Apt, Suite, etc. (optional) – Enter the specific Apt, Suite, Unit, etc. number (if applicable)
        3. City – Enter the City where the address is located.
        4. State – Enter the State where the address is located.
        5. Zip Code – Enter the ZIP Code where the address is located.

  3. Select Save to create the new Vendor (or Update to update the existing Vendor). You’re returned to the Vendor page, and a confirmation message appears at the upper-right. If a new Vendor was created, it will appear as a row in the table.

    1. Click Cancel / X Close to close the pane without creating or updating the Vendor.

    • Related Articles

    • Retail Back Office: Inventory - Vendors

      Navigation: Sign into the Back Office and select a Retail Store, then select Inventory > Vendor The Vendor page appears, including the Total Value on Hand along with a table containing the following columns: Name – The name of the vendors. ...

    • Back Office: Inventory - Inventory Item

      Navigation: Sign into the Back Office. On the left-side, select Inventory then Inventory Item. The Inventory Item page appears, with tabs for Inventory Items and Retail Items – along with a Select Categories dropdown and a Total Value On Hand. Tip: ...

    • Back Office: Inventory Reports

      Navigation: Log into the Back Office and select a Store. On the left side, select Reports > Inventory Reports. On the Inventory Reports dashboard, select a tab: Master Stock Purchased Item Consumption Log Compare Inventory Count Sheet COGS Adjust ...

    • Back Office: Inventory - Purchases

      Navigation: Sign into the Back Office. On the left-side, click Inventory then Purchases. The Purchases page appears, with options for Purchase Templates, Purchase Orders, Purchase Invoices, Received Items, or Expired Purchase Item. Purchase Templates ...

    • Retail Back Office: Inventory - Inventory Item

      Navigation: Sign into the Back Office for your Retail Store, then select Inventory > Inventory Item, then select the Retail Items tab. The Retail Items tab displays a table along with the Total Value On Hand. The table contains the created Retail ...