How to Add, Edit, and Delete a Vendor

Managing your contractor relationships starts with maintaining accurate contact data.

Adding a New Vendor

1. Navigate to the Vendors page in the sidebar.
2. Click "Add Vendor".
3. Fill in: Name, Company, Email, Phone, and Notes.
4. Click "Save".

The vendor is immediately available in the dropdown pickers on Maintenance and Expense forms.

Editing an Existing Vendor

1. Open the Vendors page.
2. Click the Action Menu (three dots) on the vendor row.
3. Select "Edit".
4. Update any fields (e.g., new phone number, new email).
5. Click "Save Changes".

Changes propagate instantly—any existing maintenance request or expense already tagged with this vendor will reflect the updated contact info.

Deleting a Vendor

1. Click the Action Menu on the vendor row.
2. Select "Delete".
3. Confirm the deletion.

[!WARNING] Deleting a vendor removes their profile from the directory. However, maintenance requests and expenses previously tagged with this vendor will retain a reference to the vendor name for historical accuracy. The vendor simply won't appear in future dropdown selectors.

When to Delete

• Contractor retired or went out of business.
• Duplicate vendor entries.

When NOT to Delete

• You're simply not using them right now. Keep them in the directory for future reference—their historical cost data is valuable.