How to Create New Vendor and New Sales Representative?

  1. Open the RapidRMS application on your iPad.
  2. Select Inventory Management from the dashboard.
  3. Enter your quick access password
  4. Click on add button to create a new Item from the bottom of the page or click on any item from the list to edit an existing Item.

  5. Add/Edit Item screen will open.
  6. There is a vendor option available in the below tax section. You may need to scroll down.
  7. The vendor section is available under the Info tab.

  8. Click on “>” option to open vendor list.

  9. Click on Add New Vendor button from the bottom of the screen.

  10. Fill in vendor necessary details and click on the save button. The added vendor will appear in the list.
  11. If you want to add sales representative detail, first select a vendor from the list.
  12. There will appear > sign on the right side of selected vendor from the list.

  13. Click on the > option. The sales Representative window will open.

  14. Click on Add button to create new representative from the bottom of the page.

  15. Fill up the necessary details and click on the Save button. The added sales representative will appear on the list.
  16. If you want to select the sales representative for the vendor, Select the sales representative and click on done buton.
  17. If you do not want to select sales representative, click on close buton.
  18. It will appear vendor list again.
  19. Please unselect the vendor from the list.
  20. click on close button again.
  21. Now, click on <- Back arrow button from the top left side corner of the screen.