In this video, we introduce a new enhancement for creating multiple vendors more efficiently. The new "Save and Make Another" button allows you to save the information for a vendor and immediately open a blank form to add another vendor, streamlining the process significantly. This feature is particularly beneficial for new customers who need to enter several vendors at once, saving you a few clicks each time.
Creating Multiple Vendors Using the Save and Make Another Feature
Objective
This SOP outlines the steps to efficiently create multiple vendor entries in the system using the 'Save and Make Another' feature.
Key Steps
Step 1: Access the Vendor List 0:05
Navigate to the 'Vendors' section in the system.
Locate the 'Vendor List'.
Step 2: Initiate Vendor Creation 0:10
Click on the 'Plus Vendor' button to create a new vendor.
Step 3: Fill in Vendor Information 0:15
Enter the required vendor information into the blank form.
Step 4: Save and Create Another Vendor 0:34
Once all vendor information is complete, click the 'Save and Make Another' button.
This action will save the current vendor's information and open a new blank form for the next vendor.
Step 5: Repeat as Necessary 0:42
Continue entering vendor information and using the 'Save and Make Another' feature until all vendors are created.
Cautionary Notes
Ensure all required fields are filled out before clicking 'Save and Make Another' to avoid losing data.
Double-check vendor information for accuracy to prevent errors in the system.
Tips for Efficiency
Use the 'Save and Make Another' feature to minimize clicks and streamline the vendor entry process.
Prepare a list of vendor information beforehand to speed up the data entry.