How to: Set Up a PC Vendor

First, invite the pc vendor user with the role PC Creator or if they are already invite, update their access from the Users grid.

Next, finalize the invite by clicking the Invite button to send an invitation email.

Then, navigate to the add new vendor screen by clicking on the + next to Vendors module in the left hand navigation menu.

Next, fill out all required fields and any other information that can be completed.

Then, in the PC Account drop-down menu click the Auto-create option to enable automatic creation of account code. The application will automatically add a new account to your chart of accounts in the pc range. If account is already created please select manually created account.

Then, select the user's name from the PC/CP User drop-down menu.

Now, click the Submit button to save the new vendor details.

That’s it! You have successfully set up a PC Vendor in GreenSlate. If you have any questions or need more help, please visit our Help Center, chat with our support team, or reach out via email to [email protected]