Vendors

How to Add a Vendor

Follow these simple steps to add a new vendor to your system:

1. Navigate to Vendors:

   • Click on Maintenance in the left sidebar
   • Select Vendors from the menu

2. Create a new vendor:

   • Click the Add Vendor button at the top of the page
   • A new form window will appear
     

3. Enter vendor information:

   • Fill in all required vendor details in the form
   • Review the information for accuracy
   • Click Create Vendor to save

4. Confirm the addition:

   • The new vendor will appear in your vendors list under the Overview tab
   • You can now manage this vendor's information and settings

How to View Vendor Information

Follow these steps to access detailed vendor information:

1. Navigate to Vendors:

   • Click on Maintenance in the left sidebar
   • Select Vendors from the menu

2. Locate your vendor:

   • Find the vendor in the Overview tab
   • Click the View Details button next to their name
     

3. Review vendor details:
   The Vendor page provides comprehensive information including:

   • Contact Information
   • Payment Details
   • Insurance Coverage
   • Work Order History

4. Explore additional features:

   

   Use the tabs at the top of the Vendor page to access:

   • Communication History
   • Billing Records
   • Work Order Management

How to View Vendor Work Orders

Follow these steps to view a vendor's work order history:

1. Navigate to Vendors:

   • Click on Maintenance in the left sidebar
   • Select Vendors from the menu

2. Locate your vendor:

   • Find the vendor in the Overview tab
   • Click the View Details button next to their name

   

3. Access work orders:

   • On the Vendor details page, scroll to the Work Orders section
     

How to Delete a Vendor

Follow these steps to remove a vendor from your system:

1. Navigate to Vendors:

   • Click on Maintenance in the left sidebar
   • Select Vendors from the menu

2. Locate the vendor:

   • Find the vendor in the Overview tab
   • Click the View Details button next to their name
     

3. Delete the vendor:

   • Scroll to the bottom of the vendor details page
   • Click the Delete Vendor button
   • Confirm the deletion when prompted
     

How to Create a Bill for a Vendor

Follow these steps to create a new bill for your vendor:

1. Navigate to Vendors:

   • Click on Maintenance in the left sidebar
   • Select Vendors from the menu

2. Locate the vendor:

   • Find the vendor in the Overview tab
   • Click the View Details button next to their name
     

3. Access the billing section:

   • Select the Bills tab at the top of the page
   • Click the Add A Bill button
     

4. Create the bill:

   • Complete all required fields in the bill form
   • Review the information for accuracy
   • Click Submit to save the bill
     

How to Contact a Vendor

Magicdoor offers two convenient ways to communicate with your vendors: through the in-app chat system or via email.

1. Navigate to Vendors:

   • Click on Maintenance in the left sidebar
   • Select Vendors from the menu

2. Locate the vendor:

   • Find the vendor in the Overview tab
   • Click the View Details button next to their name

   

3. Using the in-app chat:

   • Select the Communications tab
   • View your complete chat history with the vendor
   • Type your message to start a new conversation
     

4. Sending an email:

   • Navigate to the Emails tab

   • Click the Send Vendor Emails button
     

   • Compose your message:

     • Enter a subject line
     • Write your email body
     • Click Ok to send to the vendor's registered email address
       

How to Add a Vendor Bank Account

Follow these steps to set up a vendor's payment information:

1. Navigate to Vendors:

   • Click on Maintenance in the left sidebar
   • Select Vendors from the menu

2. Locate the vendor:

   • Find the vendor in the Overview tab
   • Click the View Details button next to their name

3. Add payment information:

   • Select the Payment Accounts tab
     

   • Click the Add Payment Account button

   • Enter the required bank account details in the form

   • Review the information for accuracy

   • Click Save to confirm

   

How to Generate 1099s for Vendors

Follow these steps to generate tax documents for your vendor:

1. Navigate to Vendors:

   • Click on Maintenance in the left sidebar
   • Select Vendors from the menu

2. Locate the vendor:

   • Find the vendor in the Overview tab
   • Click the View Details button next to their name

   

3. Generate tax documents:

   • Scroll to the Tax Documents section
   • Click the Generate button

   

4. Complete the process:

   • Follow the on-screen prompts
   • Review the information for accuracy
   • Confirm to generate the 1099 form