In this article, we will discuss how to Add/Edit the vendors that you can place a purchase order with directly from the EZ Process Pro software
To Add/Edit Vendors please follow the steps below:
- Navigate to the Main Menu > Getting Started > Add/Edit Retail Vendor > and select Add Retail Vendor or Edit Retail Vendor.
- Depending on whether you need to add a vendor or edit an existing vendor the options will be detailed below
Add Retail Vendor:
Once you select "Add Retail Vendor" you will be presented with the following screen:
To ensure that the vendor is added correctly you will need to fill out the information for the vendor
Company Name:
Address:
City:
State/Province:
Zip Code:
County:
Phone Number 1:
Email:
Contact Name:
Your Account Name or # with this vendor:
Once you have entered the required information click on "Add" and this will add the vendor to our system and you can now place POs for that vendor through EZ Process Pro.
When creating a PO for the vendor you will need to click "email" to send the PO to the vendor.
Edit a Vendor:
If you select Edit a Vendor you will be presented with a similar screen as the Add a Vendor. The difference here is there will be a drop-down at the top of the screen where you will select the vendor that you wish to edit.
Once you have selected the vendor that you wish to edit you will then be presented with their information.
From here you can edit any of the information for the vendor or if you are no longer using this vendor you can select "DEACTIVATE" to remove the vendor from your list.
Video Walkthrough: