vendors – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Thu, 12 Mar 2020 13:26:36 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Vendors https://zistemo.com/knowledge-base/content/vendors/ Fri, 05 May 2017 09:39:43 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=2369 Vendors have their own tab in zistemo. You can save all Vendors information by going to Contacts -> Vendor.

Click “Add Vendor” to create a new one:

Here you can add all the vendor information you need – Vendor Name, Number, Currency, Language. Use tabs like ‘Vendor contacts’, ‘Address’, ‘Vendor default settings’, ‘Bank information’ for extra details you need to have.

So now you can choose these vendors when you create an expense:

By the way, you can just enter the Vendor Name to the Expense Vendor field and not just pick it from the dropdown – in this case, zistemo will automatically add this vendor to the existing list.

]]> Import Vendors https://zistemo.com/knowledge-base/content/import-vendors/ Tue, 02 Oct 2018 11:36:34 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=5639 You can import Vendors from a CSV file including vendor’s name, streets, ZIP, city, state, country, phone, mobile, fax, e-mail, first name and last name. You can view and download a sample file HERE

To import Vendors go to Contacts ➝ Vendors ➝ “Import”:

Or User Menu (the dropdown under your name) -> “Import Type” -> choose “Import Vendors” from the dropdown and click “Import”):

Next, choose the file from your computer or download a sample (click the “See a Sample” link) to know how this file should look like:

Now pick from the file the Vendors you want to import (or check the first box to choose all) and click “Import Import Vendors” :

And that’s it! You are done 🙂

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