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:
- Navigate to My Office
- Select Vendor Management
Creating a Vendor:
- Select + Add New Vendor
- Enter the Vendor Name
- Enter additional details:
- Contact information
- Internal/Private Notes (visible only in Service Fusion)
- Public/Inventory Notes (visible on Purchase Orders)
- Select Save Vendor Details
Editing or Deleting a Vendor:
- Navigate to My Office > Vendor Management
- Locate the vendor
- Use the Actions column to:
- View
- Edit
- Delete
Assigning Vendors to Products:
- Navigate to My Office > Product Catalog
- Select the Edit (pencil) icon next to a product
- Assign vendors:
- Primary Vendor
- Secondary Vendor
- Tertiary Vendor
- Select Save
Using Vendors in Purchase Orders and Inventory Orders:
- Create a new Purchase Order or Inventory Order
- 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