Create and edit a vendor

Keep your vendor records up to date in the Cinderblock mobile app.

Create a vendor

1. Open your vendors and start a new vendor.
2. Enter at least one of the following: first name, last name, or company name.
3. Save the vendor.

You can also add contact details, addresses, notes, and tags to a vendor.

Create a vendor while creating a purchase order

You can also create a vendor when selecting a vendor for a new purchase order. See Create and edit a purchase order.

Edit a vendor’s name

1. Open the vendor and select Edit vendor.
2. Change the first name, last name, or company name, then save your changes.

A vendor must keep at least one name.

If you close a new or changed vendor without saving, select Keep working to continue or Discard to leave without saving.

Add email addresses, phone numbers, and addresses

A vendor can have more than one email address, phone number, and address.

1. Open the vendor and select Contact info.
2. Add or change an email address, phone number, or address, then save it.

An invalid email address or an incomplete phone number isn’t saved until you correct it. An address needs a street, city, and postal code.

Make an email address, phone number, or address primary

To make another email address, phone number, or address the vendor’s primary one, select Set as primary on it.

Related articles

• Find and filter vendors
• View a vendor’s purchase orders
• Create and edit a customer