Adding and Editing Vendors
Modified on: Thu, 16 Jan, 2020 at 9:50 PM
Hello dear user! This is a step by step guide on how to add vendors and edit their details on your account! The guide has been updated for newer BACON versions.
To add and edit vendors, look at the upper right corner of the screen on click your account options. The vendors are now managed in "Settings".
In the Settings page, click on "Vendors" as seen in the screenshot below.
Once you're in the vendors page, you can see a list of all your current vendors. This is where you can also add new vendors or edit existing ones. First, you can add a new vendor by clicking the button(see below).
Then you will be redirected to the “Create Vendor” page. Here you can enter the name and select whether it's a Vendor for Cost of Goods Sold or Direct Operating Expenses. Once the option is checked, you can select what type/Category of CoGS or DOE the vendor is.
For the “Categories” entry, click on the box and you will be presented with a list of categories. Select the category you wish to add to the vendor. (TIP: If you type in only the first few letters of the category, the list will be filtered and only categories with those letters will be shown.)
You can also select multiple categories as you see fit. They can also be removed by clicking the “x” button (Highlighted in red.) beside the category.
Once you’re done, click “Save” to add your vendor.
You can also edit or delete existing vendors by clicking on the options button(see below) on the Vendors list. Choosing delete will remove that vendor from the list and choosing edit will redirect you to the “Edit Vendor” page which enables you to edit the name and categories of the existing vendor, similar to creating a new one (refer to steps 3-6).
You can also use the “Search” button to look for a specific vendor if the list becomes large. Click on the small magnifying glass button on the top left section of the Vendors page.
A box will appear where you can type in the name of the vendor or part of its name to search for it. Once entered, only that specific vendor will be shown.
Lastly, the “Filter” option (right next to the “Search” button.), is an alternative way to search vendors by only displaying specific ones by selecting the categories or typing in the vendor name. Click “Search” once done. (NOTE: Please type in the full name of the vendor when using “Filter”.)
That about wraps it up for Vendors page. You now have knowledge on how to add or edit vendors! Watch this video for a more visual tutuorial on how to setup your Vendors: https://app.clickbacon.com/dashboard?tour=vendor-video
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