Learn how to:
Add a vendor
To add a vendor, do the following:
- Click Purchases > Vendors in Flare's main menu (1 and 2 below).
- Click the Create Vendor button (3 above). A modal window will open.
- Enter the vendor details (4 below) and click the Save button (5).
Once a vendor has been created, they'll be available to select when creating bills. You may also create a vendor on the fly while recording a bill.
Edit a vendor record
To edit a vendor record, do the following:
- Click Purchases > Vendors in Flare's main menu (1 and 2 below).
- Click the vendor's company name (3 above).
- On the vendor transaction history page, click the edit icon
(4 below).
- Edit the vendor details and click Save (5 below).
Delete a vendor
There are two ways to delete a vendor: while viewing all vendors and while viewing a vendor's transaction history.
Delete a vendor while viewing all vendors
- Click Purchases > Vendors in Flare's main menu (1 and 2 below).
- Check the checkbox next the vendor you wish to delete (3 above).
- Click the delete icon
(4 above).
Delete a vendor while viewing a vendor's transaction history
- Click Purchases > Vendors in Flare's main menu (1 and 2 below).
- Click the vendor company name to view the vendor's transaction history (3 above).
- In the active vendor record (the right side) click the delete icon (4 below).
If the vendor has bills or payments recorded, you would have to first delete payments, then bills, then delete the vendor record.
Comments