How do you add a Vendor with Details in Traction?

This article will show how to create and add details to a Vendor.

 

1.  Go to the Accounting tab.

2.  Click on the Contacts tab on the left of the screen.  Next click on the Add Contact button.
3.  Fill-in the information in the table.  The Category, Display Name, and Check/Reporting Name must be filled in to save the Vendor.  To add more details, click on the green circle with the + sign to enter more details for this Vendor.

                                       

 

4.  Fill-in the desired details.  Make sure you type in the two-letter abbreviation in the State/Province box.  Then click on the Save & Close button.  The Vendor will now appear in your Contacts list.