How to Create a new Vendor Memo

This KB Article is a tutorial for creating new vendor memos in the Flawless POS system. A vendor memo allows businesses to send inventory they own to a specific vendor.

• First, navigate to the Vendors option on the left navigation menu.
• Choose your vendor and click on the Memos tab.
• Click on the Add Memo button to start creating a new vendor memo. Here, you can modify the display name or title for the memo, dates, tracking information, and memo classification.
• After completing the details, click next to select the items you want to send to the vendor in the memo. Only 'Items on Hand' are displayed here. You can scan with a barcode scanner, manually select from the list, or upload via a spreadsheet by clicking on the "Select From Excel or CSV" button.
• In the next step, you can update individual line items based on your needs and add additional text in the "Extra" field.
• Finally, click on the complete button to finish and create the memo.

You can watch our video for step-by-step instructions.

Creating a New Vendor Memo