🛠️ How to Set Up a New Vendor in X1
Setting up a new vendor ensures your system remains accurate and streamlined when managing third-party services and expenses. Follow the step-by-step instructions below to add a new vendor correctly.
📍 Step 1: Navigate to the Vendor List
Go to:
Company Data > Vendor List
This section allows you to view, edit, and create vendor profiles within your system.
📝 Step 2: Enter Vendor Information
Click “+ New” to create a new entry.
Fill in the company name and all essential information including the highlisted
📦 Step 3: Assign Products or Services
Click on “+ Product/Services” to link the vendor with the type of goods or services they will be providing (e.g., Fuel, Catering, Maintenance, etc.).
✅ Final Check
Review all entered information for accuracy, then click Save.
💬 Need Help?
If you need further assistance setting up a vendor or have questions about specific fields, feel free to contact X1 Support at [insert support contact or email].
We’re happy to help!