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Working with Vendors and Customers

This video covers creating Vendors and Customers in Pavilion

  • Vendors:

    • Creating a new Vendor.

    • Vendor History: a complete log of changes to the vendor's record.

    • Attachments: Uploading vendor-related agreements and forms.

    • Addresses: Entering billing and shipping addresses.

    • Sales: Accessing all vendor invoices and memos.

    • Conversation: Managing all email communication linked to the vendor.

    • Services: Creating service presets to be uses when creating jobs.

  • Customers:

    • Creating a new Customer.

    • Editing rings, necklace, and bracelet sizes for reference.

    • Adding general notes, ID photo, documents, descriptions, and warnings for staff.

    • Sales: accessing Customer’s receipts, sales jobs, layaways, and special orders.

    • Conversation: Managing all email communication linked to the customer.

    • History: Displays the complete log of changes to the customer's record.

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