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Adding and Managing Vendors in Your Profile
Adding and Managing Vendors in Your Profile
Updated over 2 months ago

Keeping track of who performs what services at your restaurant is key when it comes to managing R&M. In this brief guide, we'll walk you through the process of adding a new vendor to your profile and subsequently editing or deleting their information.

Step 1: Navigate to the "My Vendors" Tab

The first step to manage your vendors is to locate the "My Vendors" tab on your profile. This tab is at the top of your portal screen. Click on "My Vendors" to access the list of vendors associated with your profile.

Step 2: Click the "Add New Vendor" Button

Once you're in the "My Vendors" section, look for the "Add New Vendor" button. This button is located on the right side of the screen. Click on this button to open the vendor creation form.

Step 3: Fill Out the Required Fields

The vendor creation form will prompt you to fill out essential information about the vendor. Fields include the vendor's name, contact details, service categories, and what locations you want them to service. Make sure to complete all required fields highlighted in red to ensure comprehensive vendor profiles.

After providing the necessary details, click the "Save" button on the bottom of the vendor creation form.

Managing Vendors: Editing or Deleting

If, at any point, you need to edit or delete a vendor from your profile, the process is equally straightforward.

Editing a Vendor

1. In the "My Vendors" section, use the search bar to find the specific vendor you want to edit.

2. Once you've located the vendor, three dots (ellipsis) will appear next to their name.

3. Click on the three dots, and a dropdown menu will appear.

4. Select the "Edit" option from the dropdown to access the vendor's profile.

5. Update the necessary information and click "Save" to confirm the changes.

Deleting a Vendor

1. Similarly, use the search bar to find the vendor you wish to delete.

2. Click on the three dots next to the vendor's name.

3. Choose the "Delete" option from the dropdown menu.

4. Confirm the deletion when prompted.

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