Before you can purchase an Inventory Product from a Vendor, you have to add that Vendor to the WeedWare system. This article walks you through the steps for adding and editing Vendor information.
Add a Vendor
To add a Vendor, follow the steps below:
- Step 1 - From the Purchasing module in the Navigation pane, select the Vendors section and click the New button in the ribbon. This will open up a new Vendor detail window.
- Step 2 - Fill in the data for the following fields:
- Contact Type - Choose Vendor from the drop-down menu.
- Company - The name of the company that will become a Vendor.
- MMJ ID - The unique MMJ ID number for this Vendor.
- MMJ Expiration - The expiration date for the MMJ ID for this Vendor.
- Address 1/2 - The street address for this Vendor. The second line is for adding Suite or Unit #.
- City/State/Zip - The city/state/zip portions of the Vendor's address.
- Email/Username - Email address for the Vendor or Username to login to their online ordering.
- Password - Password to the online ordering if it is available.
- Lead Status - This is an optional feature to help tracking.
- Location - The local site the Vendor visits, if there are multiple locations.
- Sales Person - Choose the employee from the drop-down menu responsible for the contact with this Vendor.
- Related Contact - If there is a contact already created for a Customer related to this Vendor, you can link them together here.
- Phone 1/2
- Date Created - This field will auto-populate with the date the Vendor was created.
- Notes - This large open text field can be used to record any pertinent notes about the Vendor that will be useful for your organization.
- Exported to QuickBooks - If you have integrated QuickBooks with WeedWare, check this box to have this Vendor added to QuickBooks.
- Step 3 - Add any additional Related Contacts and Upload any relevant documents using the File Manager tab.
- Step 4 - Click Save or Save and Close.
Edit a Vendor
To edit an existing Vendor, follow the steps below:
- Step 1 - From the Purchasing module in the Navigation pane, select the Vendors section and select the desired Vendor from the list that appears. This will open up that Vendor's detail window.
- Step 2 - Make your necessary edits to the relevant fields.
- Step 3 - Click Save or Save and Close.
Congrats! You've created and edited a new Vendor in WeedWare, so you can purchase Inventory Products from them!