FAQs in this section
Who is a vendor?
What is the role of vendors in a sales process?
Is the Vendors module available in the Sales Professional edition?
How do I create a vendor record?
Can I add a product to a Vendor record?
How can I add a purchase order to a vendor record?
How can I add a contact to a vendor record?
How can I export or print a Vendor record?
Can I create a vendor from Quick Create
Table of Contents
Yes, you can create a vendor by clicking the + button (Quick Create) present on the right-hand top corner of the screen.
Follow these steps to create a record using + (Quick Create):
- Click the
icon displayed on the top right side of your screen.
- Click Show all to view all the modules you can create records in using Quick Create.
- Select Vendor from Order fulfillment.
- Enter all the mandatory details.
- Click:
- Save to save the record.
- Save and Continue to save the record and go to its Deep Dive View to enter other details.
- Clicking Cancel discards all the information you entered.
To know more about Quick Create, click here.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment