Symbient Opta User Documentation
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Vendors & Suppliers
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Create Buyer Personas Delete Buyer Personas Search Buyer Personas
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Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
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How to Manage Vendors & Suppliers

Prerequisites: None Alternatives: None See Also: Additional Fields
Create Contacts
Add Notes



This screen allows the user to add, edit and delete Vendors and Suppliers for your Company.



  1. Front the Man Menu select and expand Admin > Click on the Vendors and Suppliers menu item to bring up the Vendors and Suppliers screen.
  2. Click on the Add Button this will bring up the Add/Edit Vendor screen.
  3. Type in the Name (Required) and all other information about the vendor.
  4. Click on the Save button to save this vendor.
  5. The Additional Tab allows for Additional fields to be added to the Vendor record.
  6. The Contacts Tab allows you to add Contacts for this Vendor.
  7. The Notes Tab allows for Notes about this vendor.
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