Adding an attachment to a vendor record can be easily done by following these few simple steps:

 This process cannot be done from a mobile device, but through your desktop application.

Step 1.

Create a new vendor or open an already existing vendor from your desktop computer.

  If creating a new vendor, all required fields must be filled in and then saved before you can proceed to step # 2. If you need help on how to create a new vendor, see article, How to Create a Vendor Manually

Step 2.

Click on the “Attachments Tab”.

Step 3.

Use the drop-down menu to select “Attach File”.

Step 4.

To attach a file, click on the “Choose File” button, then select the appropriate file.

Step 5.

Click on “Add Attachment”.

Once you have finished this step, you have successfully added an attachment to your vendor and are ready to proceed.