A vendor is an intermediary / re-seller or a third party. 

 

Adding a vendor to the client profile will help you keep track on what vendor is reffering clients and at the same time have the client information handy. Also for billing and commission purposes it is important to identify the vendor. 




How to add a vendor?

 

Go to Catalogs / Vendors


Click on +Add Vendor and complete the required information.



 

NOTE: The vendor will receive an email with a copy of all quotes / contracts / invoices sent to the vendor’s client