Supplier/Vendor Documentation

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