Vendors

P4 Books Cloud Accounting - Vendors

Introduction - Customers and Vendors

In P4 Books, you can add the customers or vendors you deal with in your business.

To create sales transactions such as invoices or sales orders, you will need to add customers to your organization. To create purchase transactions such as invoices and purchase orders, you will need to add vendors.

There are two ways to add customers/vendors in P4 Books:

• Create from the customer or vendor creation page

• Import customers/vendors

Create from the Customer and Vendor Creation Page

To create a new Vendor:

• Go to Master Data > Purchasing > Vendors.

• Click the + Data Entry button in the top right corner of the page and select New.

• Enter your vendor's details.

• Select the currency they operate in. (USD unless you have added additional currencies).

• You can add other details such as billing address and shipping address.

• Once all details have been entered, they will be saved automatically.

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Related: Purchase Orders