How to Add a New Vendor in Syncrostore

Step 1: Navigate to the Vendors page from the Admin menu.

Step 2: Click the "New Vendor" button. A popup form will appear.

Step 3: Fill in the vendor's information including Vendor ID, Name, Business Name, Email, Phone, and Address.

Step 4: Configure Tax Information (Tax ID State and Number).

Step 5: Set System Access permissions: Dashboard, Inventory Management, Reports, and Settlements.

Step 6: Configure Additional Information: Allow Personal Checks, Rent Cash Only, and Marketing Opt-In.

Step 7: Check "Send Invite to Create Account?" to send the vendor an email invitation to set up their Syncrostore account.

Step 8: Press "Save" to create the vendor.

Note: We recommend creating vendors through the Vendors page rather than the Users page. If someone is both an employee and vendor, separate accounts are recommended.