Before creating a Purchase Order in the T3 CostCapture web app, vendors must be added to T3 Platform CRM. You’ll first need to add a contact for the vendor, then add the vendor individual or business to the system.
Adding a Contact and Vendor
Access the T3 Platform CRM web app.
OR
Access T3 Platform CRM by selecting Add Vendor when typing in a new vendor in the Create Purchase Order form in T3 CostCapture.
Select Contacts from the left menu.
Select the Add Contact button (top right).
From the Add Contact form, enter the first name, last name, email address, and phone number.
Click the Submit button.
Then, select Vendors from the left menu.
Select the Add Vendor button (top right).
From the Add Vendor form, Indicate if the vendor is an Individual or Business vendor. Note: For a business vendor, you’ll need the EIN.
Complete the fields in the Add Vendor form, including the address. Add an existing Contact.
Click Submit.
The vendor has been added to the system.