A vendor is any company or individual providing products and services to the condominium corporation, like a property management company, security company, plumber or supplier.

Managemate allows add contacts and information of vendors, and link them to relevant projects, activities, or invoices.

You can find the vendor’s list in the “vendor” tab found in the main menu. Here you will be able to tell immediately what type of vendor and whether the vendor is under contract.

You can use the search bar to search for a vendor, or filter by type or under contract status.

If you are looking for a deleted vendor, you can toggle on the recycling bin button. This will show you any vendors that have been deleted within the last 90 days. You can restore any record in the recycling bin, however all records will be permanently removed 90 days after being deleted.

A vendor under contract is a vendor you have an ongoing relationship with, like a property management company who is on a three-year contract with your condominium corporation

You can easily find your vendors under contract in the dashboard, or by filtering with the “under contract?” filter in the “vendors” page.

To learn more about vendors under contract or help on setting a vendor as under contract, check out our article here.

Click on the name of the vendor to view the vendor profile.

This will display the vendor’s details, such as phone number, fax number, website, and address, if you have filled that out.

Scroll to find the “contracting history” section where you can add any contracts from the vendor.

You can also add contacts by clicking “add contact”, allowing you to fill out the contact’s name, title, email, and phone number.

Scroll to the “Linked Project and Activity Records” section to link any project or activity to the vendor. This can help you keep track of vendors associated with your projects, and help you find them in the future.

Simply click the search button to search for or navigate through the drop-down menu for the activity or project you would like to add to the vendor.

You can add vendor invoices in the “vendor invoices” tab at the top, or vendor documents in the “vendor documents” tab. Any invoices or documents you add through the vendor’s profile will automatically be linked to the vendor you have selected

You can either add a vendor through the vendors tab or you can add an new or existing vendor in the “view” page of a record.

Add a new vendor in the vendors tab by clicking the green “add vendor” button on the top right of the screen. You will be redirected to a page where you will be prompted to fill out details about the vendor.

Add basic information such as the vendor’s name, address, phone and fax number, and email in the vendor information section.

You can then mark whether the vendor is under contract, then upload any contracts associated with them.

You can additionally add any other contacts associated with the vendor in the “contacts” section.

At the bottom of the add vendor page you will find options to link documents, projects, activities, and invoices. Simply click in the grey-ed out area, or search icon beside the corresponding type of record you would like to link to the vendor, then search keywords or navigate through the drop-down menu to select for the correct vendor you would like to add.

Press the green “create vendor” button on the top left of your screen to add the new vendor to your Managemate account.

Navigate to view mode of the record you would like to add the vendor to. This can be done by clicking on the title of the record, or clicking the eye icon.

Scroll to find the "add vendors" section. You will be able to use the search bar to search for an existing vendor. If you key word does not turn up any existing vendors,you can click the "add new vendor [keyword]" which will redirect you to create a new vendor.

Vendors created in a record will automatically be linked to that record.