{"id":1705,"date":"2023-10-16T19:17:12","date_gmt":"2023-10-16T19:17:12","guid":{"rendered":"https:\/\/hub.skileo.com\/knowledge-base\/vendors\/"},"modified":"2024-02-13T07:25:00","modified_gmt":"2024-02-13T07:25:00","slug":"vendors","status":"publish","type":"ht_kb","link":"https:\/\/hub.skileo.com\/bg\/knowledge-base\/vendors\/","title":{"rendered":"Clients &#038; Vendors"},"content":{"rendered":"\n<p>Skileo helps you efficiently manage your vendors, clients, and suppliers.<\/p>\n\n\n\n<p>You can filter vendors by different criteria:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Entry type<\/strong><\/li>\n\n\n\n<li><strong>Search by keyword<\/strong><\/li>\n<\/ul>\n\n\n\n<p>You can perform the following actions for each record:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Add record<\/strong><\/li>\n\n\n\n<li><strong>Edit record<\/strong><\/li>\n\n\n\n<li><strong>Delete record<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Create Vendor<\/h2>\n\n\n\n<p>Go to the accounting software section  &#8222;Ac&#8220;, select &#8222;Clients &amp; Vendors&#8220;, and click on the &#8222;+ Add new&#8220; button.<\/p>\n\n\n<div class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\"><strong>Information<\/strong><br \/>You can import clients and vendors by filling in the provided template in Excel or CSV format. Ensure that the required columns are completed, as they are mandatory.<\/div>\n\n\n<p>You will go through several steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Main information<\/strong><\/li>\n\n\n\n<li><strong>Address<\/strong><\/li>\n\n\n\n<li><strong>Description<\/strong><\/li>\n\n\n\n<li><strong>Contacts<\/strong><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Main Information<\/h3>\n\n\n\n<p>Add the client or vendor&#8217;s details, including their type, name, fiscal information, phone, and email.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Address<\/h3>\n\n\n\n<p>Add the client or vendor&#8217;s address information.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Description<\/h3>\n\n\n\n<p>Add the client or vendor&#8217;s description.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Contacts<\/h3>\n\n\n\n<p>Add the client or vendor&#8217;s contacts, including key personnel like the CEO, accounting department, and other relevant individuals or roles.<\/p>\n\n\n\n<p>Try this now in your&nbsp;<a href=\"https:\/\/app.skileo.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Skileo account<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Skileo helps you efficiently manage your vendors, clients, and suppliers. You can filter vendors by different criteria: You can perform the following actions for each record: Create Vendor Go to the accounting software section &#8222;Ac&#8220;, select &#8222;Clients &amp; Vendors&#8220;, and click on the &#8222;+ Add new&#8220; button. InformationYou can import&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[329],"ht-kb-tag":[331,349],"class_list":["post-1705","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-accounting-bg","ht_kb_tag-ac-bg","ht_kb_tag-vendors-bg"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Clients &amp; Vendors - Skileo<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hub.skileo.com\/bg\/knowledge-base\/vendors\/\" \/>\n<meta property=\"og:locale\" content=\"bg_BG\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clients &amp; Vendors - Skileo\" \/>\n<meta property=\"og:description\" content=\"Skileo helps you efficiently manage your vendors, clients, and suppliers. 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