Comprehensive Guide to Vendor Management in Naologic

Effectively managing your vendors is crucial for maintaining smooth relationships and ensuring seamless order processing. In this article, we will discuss how to access vendor management in Naologic and create, edit, and delete vendor profiles.

Accessing Vendor Management

To access vendor management in Naologic, follow these steps:

1. Locate the global navigation menu on your workspace.

2. Hover over the "Purchasing" entry point to reveal the dropdown menu.

3. Click "Vendors" to land on the vendors table.

Creating a New Vendor

From the vendor table, you can create a new vendor by following these steps:

1. Click the "Create New Vendor" button.

2. Fill in the required information, including the vendor's name, ID, phone number, contact name, and email.

3. Associate an address with your vendor. This is crucial for selecting the correct address when tagging them against purchase orders and other apps across the platform.

4. Once all the information is filled in, click "Create" in the top right corner to add the new vendor to your list.

Editing and Deleting Vendors

To edit or delete a vendor from your list, follow these steps:

1. Locate the vendor you wish to modify in the vendor table.

2. Hover over the vendor entry to expose the available options.

3. Click "Edit" or "Delete" as needed.

By following these guidelines, you can effectively manage your vendors within Naologic, ensuring that your purchasing processes run smoothly and efficiently. For more information on specific vendor management tasks or other related topics, refer to the associated Help Center documentation articles.