Track vendors and suppliers your organization works with.

Accessing Vendors

Navigate to: Products & Inventory > Product Vendors

Adding a Vendor

1. Click Add New
2. 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
3. Add notes about the relationship
4. 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