Adding a New Vendor

*Before creating a new Vendor, search the module to be sure it does not already exist. Making this a standard part of the creation process can prevent issues related to duplicate records and bad data. Dupes can create havoc in a database. TIP: If the Vendor name is “Sight & Sound”, for example, search for “Sight and Sound” as well – think of other ways the Vendor name may have been entered.

To create a new Vendor record, click on the “+ Vendor” button at the top of the screen in the thin green bar of Feature Buttons.

The first thing you will be prompted to do is add the name and details for your primary contact for the Vendor.

If you do not have any contact information to enter, click the CANCEL button to close the window and begin entering other Vendor details.

Once you click SUBMIT, your new Vendor record with the contact you just created will come into view. Click on the STAR icon next to the Vendor contact you just created to designate it at the “Primary” contact – like is done in the Client Module. The star icon will turn yellow, indicating this person has been designated as the Primary contact (this will add their contact info to the Vendor record in the Vendor list view.

Most of the fields are self explanatory. As in Client, it is not necessary to enter a city and state; rather, enter the zip code and those fields will auto-fill. “Phone fields” will automatically format; in other words, there’s no need to include punctuation as you input the number, the system will add that for you. Select the “Service Category” and “Type of Vendor” from value lists that present. These lists are managed in Settings > Business Settings > System Modules > Value Lists. Feel free to update them, as needed, to categorize your Vendors in a way that makes sense for your business.

If you have any questions that are not answered here Contact TourTools Support for assistance.