Create Vendor's Contact

  • Last Created On Jun 19, 2023
  • 408
0 0

To create a new contact: 

  • Step 1.  Go to the Purchase module in the left sidebar and select Vendor menu
  • Step 2. Move the mouse to the vendor that needs to add the contact and click Contacts 

    Or Go to vendor detail -> select Contacts menu -> Click New Contact menu 
  • Step 3. Enter the First Name, Last Name, Email and Password 

    Email is unique
    Check "Primary Contact" to make this contact the primary contact. This contact can see Profile Company and edit it. Opposite, If disable this option, this contact can't see Profile Company and edit it. Each vendor has only a primary contact. 

Views: 408

Recent Articles

  • Polls vs Surveys
    19
  • Form Analytics
    18
  • Heatmaps
    23
  • Behaviour analytics
    19
  • Acquisition analytics
    31

Popular Articles

  • Warehouse
    2395
  • Item Settings
    1916
  • Plaid environment & Setup Your Bank Acco...
    1691
  • General Accounting Settings
    1640
  • Mapping Setup
    1479