How to add info card to a Vendor?

Karina Demidenko
Karina Demidenko
  • Updated

In this post, we'll show you how to use info cards to manage Vendors more effectively.

You can add various details regarding particulars for a specific Vendor to info cards. It can be a tax ID number or insurance details.


To add a new card to a system follow the steps below.


1. Go to Account settings. Click the Account icon in the top right corner:




2. Click Settings.


3. Find the Vendors tab on the left side menu and open it:




4. Click Vendor Info Cards and then click Add Info Card:




5. On the opened page you are able to see the settings for setting a new info card. 




6. First, set the Card type. The explanation of each card type is displayed on the right side of the page.


7. Enter the Name and Description (optional).


8. You can set Activity areas for a specific card which means that the card will be automatically applied to all vendors meeting the conditions.


9.  Move to the Questions section and set the necessary information. Enter the question. Then choose the type. Set a default value and mark if it is required to be filled out. 



10. Fınally save info card.


If you set the Activity Area because the card should be attached just to a specific Vendor, open the All Vendors tab and the required one.


Open the Details tab as per the screenshot below:




Find the Attached Cards section and click Add card button:




In the pop-up window choose the card from a dropdown list and Save it. 


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