Make Vendor Profile

Written by Nick Miles

Last published at: August 19th, 2019

After creating a profile, you can designate the profile as a vendor. A vendor can be described as a profile that bills your foundation, which your foundation pays.

  1. Select Profiles from the Home page.
  2. Search and select an organizational Profile, or click List to select from a list.
  3. Hover your cursor over the left-side menu, scroll to the bottom, and select Make Vendor.
  4. The Vendor designation will now appear in the Profile Is section of the profile record. Click Vendor to access the vendor record.