Warehouses
Warehouses are used to indicate where your Inventory items are kept within your business. They will also be used to indicate where Inventory items will be pulled from for jobs. In order to indicate where your inventory is stored and where to pull items from, you will need to first create your Warehouse!
To create your Warehouses, hover your mouse over the My Office tab at the top of any Service Fusion screen and select Warehouse Management.
Once you have landed on the Warehouse page, you will select '+Add New Warehouse' in the top right of the page. Here is where you will create a Warehouse to be used within your system.
The only required field in order to save is the Warehouse Name so you don't need to fill out every blank if you don't want. This is also where you can assign a default warehouse to a technician!
Vendors
Vendors are used across Service Fusion for a variety of Product Catalog related functions. In order to make use of these functions, you will need to create a list of Vendors that your company uses! To create a new Vendor, hover your mouse over My Office and select Vendor Management from the resulting list.
This will bring you to your Vendor Dashboard where you can edit existing Vendors or create new ones! To add a new Vendor, click the "+Add New Vendor" in the top right of the page and fill out the corresponding information associated with your Vendor.
The only required field to save is the Vendor Name, so if you do not have access to the rest of the information then you will still be able to save! You will also be given the option to have Internal notes about the Vendor which will only appear within Service Fusion, and Public notes which will be seen by the Vendor when you create Purchase Orders.
Vendors can be added to Products in your Product Catalog so you can track the Primary, Secondary and Tertiary Vendor of each Inventory Product your company stocks. This can be found by clicking on the pencil edit icon for the Product you would like to view/edit this information on.
When creating a Purchase Order, the system will require you to select a Vendor from the Vendor list or you can create a new Vendor from here as well.