Adding (or Editing) a Vendor

Description: You can use Rentables to keep track of all your vendors including their contact information, as well as all charges and payments. The first step in managing your vendors is to create a record for them in Rentables. This guide shows you how.

There are two ways to create a new vendor record in Rentables. The first way is to directly create a Vendor record under contacts. This allows you to enter all the vendor's details. The second way is while entering a charge. This method only allows you to enter the vendor's name - though you can always update the vendor's record from Contacts.

Add a New Vendor from Contacts

  1. Click the Contacts tab.
  2. In the sub-menu you will see a Contacts drop down menu. Select Vendors.
    Contacts dropdown
  3. Now click the Add Vendor button.
    Add Vendor button
  4. This will bring up the New Vendor form. Fill in as much or as little information as you would like to track.New Vendor Form
  5. There are a few special fields to take note of:
    Home Owner Association
    It's important to select this field if the vendor is a home owners association. Doing so will allow you to select a management company for the association. It also makes this vendor available to select as the HOA when you create a property.
    Type lets you classify a vendor for better organization. There are some pre-defined types, but you can add your owner by selecting Other...

Add a New Vendor for a Charge

  1. Start by Charging an Owner or a Lease. This will bring up the New Charge form.
  2. Under Payee, select Create New Vendor...
  3. You will be prompted for the vendor's name.
  4. Continue entering the charge as normal.
  5. You can update the vendor's details later from Contacts.