Providers
Table of contents
The Providers page allows you to choose all providers you will be tracking sales and/or inventory for in your system. Providers are divided by category (satellite, internet, etc.).
Activating a Provider
To activate a provider in the system, you must first click the checkbox next to the provider name. Then select the type of invoices you want available for that provider. By having different invoice types, you are able to further categorize your interactions with your customers.
Customizing your Providers
To add your own custom providers, be sure to click on the appropriate tab classifying that provider (satellite, home security, etc.). Then click the checkbox next to one of the white fields. Here you will be able to delete the generic name we have entered and enter your own provider's name. Activate the invoice types you will want to use to categorize your interactions with customers under that provider.
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