How to Add a New Vendor?

This guide will walk you through the process of adding a new vendor to RoomRuler. Follow the steps below and watch the training video for a clear demonstration of the process.

Training Video: How to Add a New Vendor

Step-by-Step Instructions

  1. Log In: Sign in to your RoomRuler dashboard using your credentials.
  2. Access the Vendor Section: Click on the eleventh icon labeled "Vendor" to open the vendor management area.
  3. Add New Vendor: Click the plus icon in the top right corner to open the new vendor form.
  4. Basic Information: On the first tab, enter the vendor's details such as:
    • Company Name
    • Contact Person (First and Last Name)
    • Phone Number
  5. Optional - Attach Image: If you wish to attach a picture or file, click on the "Choose File" button under "Image."
  6. Address: On the second tab, fill in the vendor's address information including:
    • Street Address
    • City
    • State
    • Zip Code
  7. Additional Information: On the third tab, update the vendor's email address.
  8. Notes: On the fourth tab, add any notes or reminders related to the vendor.
  9. Save the Vendor: Once all the information is filled out, click the "Save" button to finish.

Troubleshooting Tips

  • Ensure you are logged in before accessing the Vendor section.
  • If the form does not load, try refreshing your browser.
  • Verify that all required fields are filled in correctly before clicking "Save."

Need Additional Help?

For further assistance, please review our additional support articles or contact our support team via the Contact Us page.

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