Adding a new vendor record is covered in the Set Up and Add a New Vendor unit.
This section covers how to manage vendor-related costs within Job Projects. Understanding this functionality is crucial for tracking and managing expenses associated with different vendors. The steps are as follows.
- Navigate to Job Projects > Costs > Vendor.
- Fill Out Vendor Cost Form:
- Vendor Name – Select the vendor from the drop-down list.
- Job Project – Choose the relevant job project.
- Date – Enter the date of the transaction.
- Amount – Input the cost amount.
- Description – Provide a brief description of the cost.
- Click on the ‘Save’ button to record the vendor cost.
For more detailed instructions, please refer to the Job Projects > Costs > Vendor article.