Operations

Suppliers

4min

Suppliers allows you to keep an address book of your vendors and other business contacts. Keep track of your preferred lumberyard, dumpsite, or sandwich shop, and share that data throughout your team with Trade Service Pro.

To access Suppliers click the Operations menu option. Then select Suppliers.

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Supplier List

From the Suppliers screen you can quickly search your supplier list to find the address, phone number or email of the business you're looking for.

Supplier List
Supplier List



Supplier Editor

When creating or updating a supplier's information you can provide their name, address, phone numbers and emails. The notes section of the supplier editor allows you to store any additional information. You can categorize the type of supplier using the Supplier Type picklist. (see Picklists for more information)

Supplier Editor
Supplier Editor




Updated 25 Mar 2024
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