Vendors

Vendors is your directory of vendors — companies that supply goods or services to your projects, such as furniture dealers, material suppliers, or equipment providers.

What’s in a vendor record

Each vendor record holds the company’s information and gives you a place to track:

Employees — individual contacts at the vendor
Projects — the projects they’re supplying

The vendor detail tabs

Open any vendor to see:

Tab	What’s here
Employees	Staff and contacts at this vendor
Projects	Projects where this vendor is engaged
Bills	What you’ve been billed by this vendor, with the outstanding balance at a glance — see Bills (requires financial access)
Credits	Credit this vendor has given you and how much of it you can still use — see Vendor Credits (requires financial access)

Filtering the list by standing relationship

The Vendors list has three buttons across the top: All, Active and Preferred. All is what you see when you open the page, so every vendor is there — including any marked Inactive, Do Not Work With or Archived, which you can tell apart by the Standing Relationship column. Use Active or Preferred to narrow it down. Your choice stays put as you page through and sort, and it’s part of the web address, so a link you bookmark or send to someone opens on the same view.

Beside the buttons, the search box finds a vendor by name, email, phone number, or city as you type, once you’ve entered at least two letters; click the × to clear it. Search works together with the status buttons, so a vendor has to match both to show up.

Using vendors on projects

To attach a vendor to a project, open the project, go to its Team tab, and expand the Vendors section. From there you can add any vendor from your directory to that project.

See Manage the project team for step-by-step instructions.

Adding vendors

You can add vendors one at a time or in bulk. See: