Skileo helps you efficiently manage your vendors, clients, and suppliers.
You can filter vendors by different criteria:
- Entry type
- Search by keyword
You can perform the following actions for each record:
- Add record
- Edit record
- Delete record
Create Vendor
Go to the accounting software section “Ac”, select “Clients & Vendors”, and click on the “+ Add new” button.
Information
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.
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.
You will go through several steps:
- Main information
- Address
- Description
- Contacts
Main Information
Add the client or vendor’s details, including their type, name, fiscal information, phone, and email.
Address
Add the client or vendor’s address information.
Description
Add the client or vendor’s description.
Contacts
Add the client or vendor’s contacts, including key personnel like the CEO, accounting department, and other relevant individuals or roles.
Try this now in your Skileo account!