Add & Edit Vendors

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 - You can enter up to 2 phone numbers for the Vendor.
    • 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!