How Do I Add/Update Vendors (Point of Sale)? – iClassPro Support

IN BRIEF:
Vendors in the Point of Sale (POS) module allow administrators and staff to create, update, and manage vendor records used with inventory items. Vendor records help tag inventory items for easier filtering, reporting, and purchase-order management.

Overview
Accessing the Feature
Step-by-Step Instructions
Troubleshooting & FAQs
Related Articles

Overview

The Vendors feature in Point of Sale stores vendor details that can be associated with inventory items. This helps staff organize inventory records, locate products by vendor, and support purchase-order workflows.

Each vendor record can include basic contact details, mailing address information, website details, login information, and internal notes. Staff with the appropriate permissions can create new vendor records as needed or update existing vendors when contact details change.

Accessing the Feature

From the User Menu, select Point of Sale.
Select Vendors.
The Vendors list displays all existing vendors and a search box to help locate a specific vendor.

Step-by-Step Instructions

Creating Vendors

Select Create New Vendor.
Enter the required and optional vendor details.
Select Save.

Editing Vendors

From the Vendors screen, locate the vendor.
Select the pencil/edit icon.
Update the vendor details as needed.
Select Save.

Vendor Field Details

Use the following fields to create or update vendor information:

Vendor Name: Enter the vendor’s name. This field is required.
Address: Enter the vendor’s mailing address.
City: Enter the vendor’s city.
State: Enter the vendor’s state.
Zip: Enter the vendor’s ZIP code.
Country: Enter the vendor’s country.
Phone: Enter the vendor’s telephone number.
Email: Enter the vendor’s email address.
Website: Enter the vendor’s website URL.
Login Info: Enter credentials or login details for the vendor’s website.
- NOTE: After saving, information in this field is visible only to Admin users and staff who have been granted the Point Of Sale Vendor Logins Task permission.
Notes: Enter internal notes about the vendor.

Troubleshooting & FAQs

Why can’t a staff member see the saved vendor login information?
- Vendor login information is visible only to Admin users and staff who have been granted the Point Of Sale Vendor Logins Task permission.
Which vendor fields are required?
- Only the Vendor Name field is required before the vendor record can be saved.
How can staff locate an existing vendor?
- From the Vendors screen, use the search box to quickly locate a specific vendor.
Can vendor details be updated after the vendor has been created?
- Yes. From the Vendors screen, locate the vendor, select the pencil/edit icon, update the details, and select Save.