Keeping track of your third-party vendors and your customer information is vital for accurate reporting, invoicing, and issuing accurate purchase orders. With UpKeep, you can easily enter vendor and/or customer information and then use that information on Work Orders, Purchase Orders and even Preventive Maintenance.
You can also use this feature to quickly reference your Vendor or Customer information without having to dig through your papers or another system.
NOTE: Vendors & Customers are not actual users in your UpKeep account so they cannot log into UpKeep nor will they receive any notifications.
Already have a list of your vendors and customers? Check out the buttons below on importing vendors and customers!
How to Add a Vendor
Navigate to the "Vendors & Customers" tab
Click the "+ Vendor" button
Fill out your vendor's information
Click "Add Vendor"
TIP: If you import your vendors, the maximum amount in each CSV is 200. The total maximum amount of Vendors you can add to your UpKeep is 1000.
How to Add a Customer
Navigate to the "Vendors & Customers" tab
Switch from the "Vendor" toggle to the "Customers" toggle at the top
Click the "+ Customer" button
Fill out your customer's information
Click "Add Customer"
TIP: If you are going to import your customer information, the maximum amount in each CSV is 200. The total maximum amount of customers you can add is 1000.
