Documentation > Vendors
Ultimate Client Manager allows you to create Suppliers along with Customers.
Basically: Customers pay you money. You pay Suppliers money.
To create a vendor/supplier please follow these steps:
- Go to Settings > Customer Types
- Create a new Customer Type called “Supplier”
- In the “Billing Type” drop down change it to “Supplier”
- You will see a new “Supplier” menu in the main menu
- Click this to create your suppliers (just like normal customers)
SUPPLIERS IS A BRAND NEW FEATURE: The finance side of suppliers has not been complete yet.
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