Creating and Managing Vendors

Created by Matt Ford, Modified on Fri, 4 Oct at 1:02 PM by MJ Martin


Managing vendors in CommerceJet allows you to maintain accurate and up-to-date vendor information for streamlined operations. Follow this guide to add, edit, and manage vendors efficiently.


Step 1: Add a New Vendor

From the CommerceJet Dashboard, click on Vendors. Next, click on Add New to start adding a vendor.


Step 2: Enter Vendor Details

Fill out the necessary information for the vendor, including:

  • Vendor Name
  • Type (e.g., supplier, manufacturer, etc.)
  • Address
  • Email Address
  • Phone Number (if available)

Fields marked with an asterisk (*) are required. Once you’ve entered the details, click Submit to add the vendor.


Step 3: View and Edit Vendor Details

To manage a specific vendor, select it from your list and click View to open the vendor details. In the Vendor Details section, click on the Action Icon and choose Edit to update the vendor's information.

For example, if the vendor has changed their email address or moved to a new location, you can update those details here to ensure your records are accurate.


Step 4: Manage Vendor Contacts

To manage contacts associated with the vendor, click on Manage in the Vendor Details section. You can assign or edit contacts for this vendor by choosing from the drop-down menu or typing in the contact’s name.

Keeping contact information current helps ensure smooth communication and accurate records.


Success!

You’ve successfully added and managed a vendor in CommerceJet. Keeping your vendor details up-to-date will help streamline your business operations and vendor relationships.


Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.

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