In this article:
New Vendors can be added to SingleOps in two ways:
Add New Vendor via Admin Setup
Navigate to: Setup > More > Vendors
Select New
Fill out Vendor information.
💡The only required field on the New Vendor page is Name
When finished, click Create Vendor
Add New Vendor via Purchase Order
Navigate to: Purchases > Create Purchase Order
From the Vendor dropdown, select + New Vendor
Fill out Vendor information in popup window and click Save when finished.
💡The only required field on the New Vendor page is Name
Either continue creating Purchase Order and click Create Purchase Order or click Cancel.
Your new Vendor can be found in Setup > More > Vendors
Additional Notes
For QuickBooks users, vendors can also be added to SingleOps through QuickBooks Sync.
⚠️ Vendors must be active in QuickBooks to sync. Only the vendor name syncs from QuickBooks; all other vendor details must be added or updated manually in SingleOps.
Because of QuickBooks limitations, SingleOps does not support duplicate names across Clients and Vendors. A Vendor cannot have the same name as an existing client in QuickBooks, as this will cause sync errors. Vendor names must be unique.
Vendors will sync to & from Quickbooks