In COUNT, keeping an organized and up-to-date list of your vendors is essential for seamless financial tracking and operational efficiency. By adding vendors to the system, you can easily manage payments, track purchases, and maintain accurate records. Here’s how to add a vendor to your COUNT account in just a few steps.
Step-by-Step Guide to Adding a Vendor
Navigate to the Vendors Page
Start by heading to the Contacts & Products section from your dashboard. Here, you’ll find a tab labeled Vendors. This page will list all your current vendors, giving you a quick overview.Click 'Add a Vendor'
On the top-right corner of the Vendors page, click the orange "Add a Vendor" button to bring up the vendor creation form. This is where you’ll input all the vendor’s essential details.
Vendor Details
Fill in Vendor Information
Begin by entering the vendor's essential information. These details help you keep your vendor records organized and easy to access.
Vendor Name: Provide the full name of the vendor (whether an individual or a business).
Type: Use the dropdown to select the vendor type—are they a Merchant or another type of vendor?
Main Phone Number: Add the vendor's phone number for easy communication.
Account Number (Optional): Include the vendor's account number if you have one associated with them.
Website (Optional): Enter the vendor’s website URL if relevant.
Logo: Personalize the vendor's profile by uploading a logo. Max size allowed is 5MB.
Pro Tip: Including a vendor logo helps distinguish profiles, especially when you’re managing several vendors!
Address Information
Input the Vendor’s Address
Accurate address details are essential for invoicing and shipping records. Fill in the following fields:
Street Address
City, State, Postal Code
Country (use the dropdown to select the appropriate country)
Pro Tip: Keeping addresses up to date helps prevent delays in payments or shipments!
Contact Information
Add a Contact Person
This section is for entering the details of your main point of contact with the vendor:
First Name and Last Name: Add the name of the contact person you communicate with.
Contact Email (Optional): Input their email address for direct communication.
Mobile Number: Make sure to include a valid phone number for easy contact.
Pro Tip: Having a specific contact person for each vendor streamlines communication, especially when managing multiple suppliers.
Finalizing Your Vendor Profile
Review and Submit
Double-check the information you’ve entered. Once you're satisfied, click Add to save the new vendor in COUNT.
After you’ve completed these steps, your newly added vendor will appear on the Vendors list. From here, you can view, edit, or delete their details whenever necessary.
Managing your vendors efficiently ensures that you always have up-to-date information at your fingertips, helping you stay on top of your business operations with ease.