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Getting Started with Rundoo · Setup
Set Up a Supplier
Getting a vendor in the door takes about a minute. All Rundoo needs is a name. Two more fields are worth getting right.
The two fields worth getting right
1
Name
The only required field. Must be unique.
Shows on POs & invoices
2
Pay to
Under Vendor information.
Match your books exactly
3
Orders email
Under Ordering. One address only.
Where POs get sent
Add a vendor in 4 steps
- POS → Vendors → Add vendor (top-right).
- Type the Name, then click Save & Edit.
- Set Pay to under Vendor information. Save.
- Set the Orders email under Ordering. Save.
Save & Edit vs. Save
Save & Edit
Opens the full profile so you can add details now. Plain Save just creates the record and returns to the list.
Rep vs. vendor: the company is the vendor; add your rep as a Contact under it. Contacts are reference only. The PO always goes to the Orders email, never to a contact.
Watch for the green banner. Each section saves on its own. A "Vendor saved" banner flashes at the bottom for about two seconds. No banner means the change may not have committed.
One vendor in, ready to order. · rundocs.com