Vendors

Dealers work with a variety of vendors from auction sites to car detailers. Once a vendor has been added to DeskManager Online, its information can be pulled from the system with a single click. 

While vendors can initially be added to DeskManager Online as you assign them to costs and accessories, it’s not a bad idea to add some of these vendors in advance. 

Adding Vendors in Advance 

First, click the Settings cogwheel located at the bottom of the leftmost sidebar. Under the Third Party category, select Vendors. 

The Vendors list displays every vendor you have added to DeskManager Online. From here, you can see an overview of basic vendor information. 

You can also delete an existing vendor on this page by clicking the box to the right of the vendor and selecting Delete. 

To add a new vendor, click Add New in the top-left. 

Under the General tab, include the name, contact information, and address. 

On the Identification Data tab, you can include any identification numbers associated with the vendor, such as their account or license number. 

Once you have filled in the information, click Save. 

Adding Vendors as They’re Required 

Whenever you’re asked to add a vendor in DeskManager Online, you always have the option of adding the vendor on the spot. 

You might be asked to add a vendor when inputting expenses, adding accessories, or entering purchase information. From vendors to finance companies, all third-party businesses can be added as they’re required. 

As an example, let’s take a look at adding a vendor to a new vehicle expense. If you’re not sure how to do this, read our article on vehicle costs here: Vehicle Costs

In the Paid To field when adding a new expense, click the three blue dots to open the Vendor List. This list contains vendors you have already added to DeskManager Online. 

To add a new vendor, click Add New in the bottom-right. 

Add the vendor’s information, and then click Save to add the vendor to your Vendor List. 

Once this vendor has been added to your Vendor List, you can select the new vendor to pull its information. 

This vendor will be accessible on your Vendor List moving forward. 

You may optionally type the name of the vendor in the Paid To field. 

If you add the vendor with this method, the vendor will not be added to your Vendor List. 

Keep in mind that using this method has a few drawbacks. DeskManager Online users may type the vendor's name differently, making it difficult to track these vendors through reports. 

And if a contract requires vendor information like an address or phone number, these fields will be left blank since the vendor information was never entered.