Track vendors and suppliers your organization works with.
Accessing Vendors
Navigate to: Operations > Vendors
Adding a Vendor
- Click Add New
- Enter vendor information:
- Vendor Name: Company or individual name
- Contact Information: Phone, email, address
- Vendor Type: Category of vendor
- Account Number: Your account with this vendor
- Add notes about the relationship
- Save
When to Use Vendors
- Suppliers you order products from
- Service providers (printers, caterers, etc.)
- Contractors and consultants
- Utility and service companies
Vendor vs Constituent
Use vendor records for business relationships. If a vendor is also a donor or has other constituent relationships, they can have both records.
Linking to Transactions
Vendor records can be linked to:
- Product orders
- Expense records
- Contracts