Adding and assigning a vendor

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 referring clients. Also it will help for billing and commission purposes.

To add a vendor, go to Catalogs -> Vendors  and click on +Add Vendor 

 

 

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