Darwin Cloud

How Do I Add a Vendor

Updated on

To add a new partner into darwin Cloud, take the following steps:

  1. Click People menu
  2. Click the new button and start adding a new partner

To add contact information of the company fill out person details:

  1. Select Title Company (or any other person type) on the person type drop down list
  2. Click select
  1. First name and last name fields are fill out as needed
  2. Fill out company name
  3. Enter email address
  4. Select Business from the type drop down list
  5. Enter the phone number
  6. Click next until step 3

Office field is optional to fill out,  click next to add the company address

  1. Select Billing under address type drop down list
  2. Fill out the address details in the fields as needed (street #, dir, street name, designation, suffix, suite/apt, build floor #, city, state zip)
  3. Click add to save

NOTE: Options field is optional to fill out.

After entering the details and saved -

  1. Enter the url of the company
  2. Enter general notes for company's profile
  3. Click save

To add a phone numbers

  1. Click the + symbol next to phone numbers
  2. Select mobile from the phone type dropdown list
  3. Select country code
  4. Enter the phone number
  5. Click add to save

To add the other phone numbers of the company, just click the + symbol and repeat the steps.

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