Please see the steps to group vendors

  1. Click on the Vendor option in your main menu and select +New Vendor

  2. In your Vendor creation window, add the Group name for vendors that will be added e.g Plumbers, Electricians and click on "New Contact" to add individual vendors

  3. In the contact creation window, include the Full Name, Role, Email and Phone number and Create when completed.

  4. All Vendors' contacts will be listed in the Vendor group and can be referenced in your Purchase Orders.

  5. Purchase orders referencing contacts in a Vendor group


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