Organization: Add/Edit/Delete Vendors

How to Access Vendors

1. On the top toolbar, click the Organization button.
   
   
2. Select Vendors from the menu on the left-hand side of the page.
   
   
3. The Vendors page will open, showing existing vendors in chart form.
   
   

Two Ways to Add a Vendor

1. Through the Pop-Up Window

1. Click the yellow Add Vendor button (top right corner).
   
   
2. Enter details:
   
   • Vendor Company Name
     
     
   • Primary Contact: name, phone (optional), email (optional)
     
     
   • Optional: Click Add Contact Person to include additional contacts.
     
     
   • Optional: Enter the vendor’s website.
     
     
3. Click Create.
   
   
4. The new vendor will appear in the Vendors chart.
   
   

2. Directly in the Chart

1. At the bottom of the chart, click Add Vendor or use keyboard shortcut Shift + Enter.
   
   
2. A blank row will appear:
   
   • Enter the vendor company name.
     
     
   • Enter primary contact details: name, phone (optional), email (optional).
     
     
   • Optional: Enter the vendor’s website.
     
     
3. Click the ✔ button on the right to create the vendor or X button to cancel.
   
   

How to Edit or Delete a Vendor

1. Hover over the vendor row you want to change.
   
   
2. Click the three-dot menu next to the vendor name.
   
   
3. Choose Edit or Delete.
   
   

• Edit a Vendor:
  
  • Update the information in the pop-up.
    
    
  • Click Save to confirm changes.
    
    
  • Or click Delete if you want to remove the vendor entirely.
    
    
• Delete a Vendor:
  
  • Confirm by clicking Yes, Delete on the pop-up.
    
    

Tip: If edits or additions do not appear immediately, refresh the page to view updates.

Next steps

See how to Add/Edit/Delete Workforce for producers

See how to Add/Edit/Delete Inventory for producers

See how to Add/Edit/Delete Team Members for producers