Supplier/Vendor Documentation

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Ultimate Client Manager allows you to create Suppliers.

To create a vendor/supplier please follow these steps:

  1. Go to Settings > Customer Types
  2. Create a new Customer Type called “Supplier”
  3. In the “Billing Type” drop down change it to “Supplier”

 

 

Suppliers can currently:

  • Be assigned to Products

Planned features for suppliers/vendors:

  • Generate an invoice/purchase order from¬†a supplier
  • Record an expense paid to a supplier
  • Setup recurring supplier expenses (subscription)
  • Link staff members to a supplier