Duplicate a Vendor

Create a copy of a vendor record as the basis for a new record.

1. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the “Vendors” tab.
3. In the “VENDORS” window that opens, locate the vendor name in the list.
4. In the “Actions” column, open the three-dots menu and choose “Duplicate Vendor.”
5. In the “DUPLICATE VENDOR” window that opens, click on the “Duplicate” button to create a copy of the vendor record and return to the “VENDORS” screen. If you opened the “DUPLICATE VENDOR” window by mistake, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.