Creating and Managing Vendors

Best Suited for:

• Purchasing teams
• Inventory managers
• Back Office administrators

Important Information:

• Vendors are essential for creating Purchase Orders (POs) and Inventory Orders (IOs)
• Only the Vendor Name is required to create a vendor
• Internal/Private Notes are visible only within Service Fusion
• Public/Inventory Notes are visible to vendors on Purchase Orders
• Vendors can be assigned as Primary, Secondary, or Tertiary for inventory products

Process Description:

• Navigate to Vendor Management
• Create or edit vendor profiles
• Assign vendors to products
• Select vendors when creating purchase orders and inventory orders

Accessing Vendor Management:

1. Navigate to My Office
2. Select Vendor Management

Creating a Vendor:

1. Select + Add New Vendor
2. Enter the Vendor Name
3. Enter additional details:
   • Contact information
   • Internal/Private Notes (visible only in Service Fusion)
   • Public/Inventory Notes (visible on Purchase Orders)
4. Select Save Vendor Details

Editing or Deleting a Vendor:

1. Navigate to My Office > Vendor Management
2. Locate the vendor
3. Use the Actions column to:
   • View
   • Edit
   • Delete

Assigning Vendors to Products:

1. Navigate to My Office > Product Catalog
2. Select the Edit (pencil) icon next to a product
3. Assign vendors:
   • Primary Vendor
   • Secondary Vendor
   • Tertiary Vendor
4. Select Save

Using Vendors in Purchase Orders and Inventory Orders:

1. Create a new Purchase Order or Inventory Order
2. Select a vendor from the Vendor list
   • Or create a new vendor directly from the PO or IO screen

Maintaining Vendor Records:

Keeping vendor records accurate and up to date ensures:

• Smooth purchasing workflows
• Accurate vendor communication
• Proper product sourcing and fulfillment