Go to More > Inventory & Services > Manage > Vendors to create and manage vendor records.
To add a new vendor:
-
Select the ADD NEW VENDOR button.
-
Enter the Name of Vendor, your Account Number, the vendor’s Phone Number, and any relevant Notes for clinic staff.
-
Select Add New Vendor to save the record.
To edit a vendor, select their name on the Vendors list. Edit the name, account number, phone number, and notes as needed, then select Finish Update.
To delete a vendor, select their name on the Vendors list, then select Delete Vendor.