Vendors

A vendor is a company you sub-rent from. Each one is added once and picked whenever you rent from them again.

Add a vendor

1. Open Inventory, Sub-rentals and press Vendors in the switch under the title. Vendors is a list like Contacts: a table, cards or a board, with views, filters and columns.
2. Type the company's name in the box ("A company you rent from") and press Add vendor. Its page opens.
3. Fill in the Contact, Phone, Email, their yard's address and their Usual delivery fee. Each field saves as you go.

You can also add one on the spot: type a new company's name in the sub-rent dialog on a quote or order.

Good to know

• The list shows each vendor's phone, usual delivery fee, how many sub-rentals are Open with them and what We owe.
• The yard's address is where the Dispatch pickup and return stops go when you collect the items yourself. A new sub-rental with a vendor starts with their usual delivery fee.
• Untick Still renting from them for a company you no longer use.
• Bring a list in, or take one out, with Import and Export on the Vendors list. Vendors are matched by name.
• A vendor with sub-rentals cannot be deleted.
• Vendors are part of sub-rentals, on Pro and the license, not on Lite.