How to add an already existing vendor to a client
To add a vendor to a client:
- Click on Vendors in the top navigation bar
- Select Add Vendor in the drop-down menu
- Select the relevant property from the drop-down options under Client
- Select the relevant vendor from the drop-down options under Vendor
- Click Add
Only vendors that are registered for CondoWorks will appear in the drop-down list mentioned above.
If you do not see your vendor in the drop-down list, you may need to either invite them to register for CondoWorks or manually register them yourself. Please refer to Register a new vendor for more details.
If the vendor is not in the drop-down list but exists at another client, it may be because the vendor does not have a tax ID set. Please contact us in this case.
If the vendor is in another country, please contact us to add the vendor.