Adding a Consultant / Vendor
Document updated on 2024/01/30
In Frank we manage many types of Business Partners. One of them is the Consultants / Vendors, which are individuals and/or entities external to the Company that provide specialized services or supply products. These could include consultants offering expertise in various domains or vendors supplying goods that are essential to the business.
To add a new Consultant / Vendor, in the main menu go to Sales / Business Partners / Consultants Vendors, then click on the button New Consultant/Vendor and fill in the form.
To speed up the process, Frank requires only a few inputs to add a new record. You can even save and add another record in the same modal. However, is recommended after that operation to go to the Console and fill in the rest of the information required.
We hope this information is helpful. If you have questions or suggestions, please contact P&P at support@frankcollaboration.com