How to setup

The following helpsheet shows you how to insert a new vendor within PromoServe.

STEP 1

Under 'CRM,' select 'Vendors.'

 
STEP 2

Click + button at the bottom right hand side of the screen.

 

STEP 3
Type in the supplier's name, then click the check mark. The system will auto generate a supplier number.

 

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STEP 4

Fill in new supplier details.

 
STEP 5

Click on the contacts tab on the left, then click the + at the bottom right hand side you will now be able to put in the contacts for that supplier'

 

 

 
STEP 6

The contact screen will now pop up and you will then need to fill in the details
STEP 7

Then click on the financial tab and insert the deatils. When you have completed inserting all the details click on the blue checkmark at the bottom right hand side.