Add a Vendor Account Cheat Sheet
- Yash Sawant
- May 21
- 1 min read
How to Add Customer in Purcahse and Payables Application through Create New, Bulk Upload or Android/iOS App
Goal 1: Add a Vendor through Create New on the Dashboard
If a vendor is not in the system yet, the Manager can add a new customer on the Fieldmobi Dashboard under the Vendor Master module💻
Goal 2: Add a Vendor Through Bulk Upload on the Dashboard
Goal 3: Add a Vendor Account Using the Android/iOS App
If a Vendor is not in the system, Supervisors, Team Leads or Managers can add a new Vendors using the Fieldmobi Application on the Android/iOS App📱
Note: Any Vendor added from the Android/iOS App has to be approved on the Dashboard
