How to Add and Manage Vendors

Go to Settings → Vendors to manage your vendor list. MonuDesk comes with three demo vendors so you can see how the layout works.

Already have your vendors in a spreadsheet? The small (i) next to the page title reads "Already have a list? Import it from a spreadsheet in Settings > Import." Its link opens the vendor import, which brings them all over in one go. See How to Import Your Data from a Spreadsheet.

What you see

Each vendor shows the company name, address, contact name, email, phone number, and any notes you've added.

Adding a vendor

Click + Add Vendor at the top right. Fill in:

Vendor Company Name for the vendor's business name.

Vendor Location for their address.

First Name and Last Name for your contact person.

Vendor Email and Vendor Phone for reaching your contact.

Shipping Days (optional) for an estimate of how many days delivery takes. This is helpful when you work with vendors from multiple countries.

Notes for anything else you want to remember about this vendor.

Editing a vendor

Click the Edit button on any vendor to update their information. Make your changes and click Save.

Deleting a vendor

Click the Delete button on any vendor to remove them.

Related articles:

• How to Add and Configure a Cemetery

• How to Manage Your Company Profile