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Vendors

Learn how to add and manage vendors in Swivel, including restaurants, venues, service providers, and other businesses or organizations.

Written by Celeste Olson

Overview

The Vendors tab allows you to add and manage vendors in Swivel.

A vendor can be a restaurant, venue, service provider, or other business or organization. When you add a vendor, select the Vendor Type that best describes it.

You can add a vendor from either the +Create button in the top navigation bar or the Vendors tab under Business Management.

Add a Vendor from +Create

  1. Select +Create in the top navigation bar.

  2. Select Vendor.

  3. Select the appropriate Vendor Type.

  4. Complete the New Vendor form.

  5. Click Save.

The New Vendor form includes:

  • Name

  • Description

  • Contact

  • Phone

  • Email

  • Street

  • Suite/Apartment/Box

  • City

  • State

  • Zipcode

Add a Vendor from Business Management

  1. From the Main Navigation Menu, select Business Management > Vendors.

  2. Select +New Vendor.

  3. Select the appropriate Vendor Type.

  4. Complete the New Vendor form.

  5. Select Save.

If the Vendor Type you need does not exist, select +Create Vendor Type to create a new one.

🔍 Tip: To learn more about Vendor Types, see Vendor Types.

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