Managing vendors and debtors in SOFT4Factoring is quick and straightforward. Whether you're onboarding a new business partner or updating existing records, the system is designed to make the process as smooth as possible.

1. Access Vendors and Debtors from the Home Page

On the SOFT4Factoring Home page, you’ll find easy-access tiles for Vendors and Debtors. Click the relevant tile to view your list of existing entries.

2. Create a New Vendor or Debtor

To add a new contact:

• Click the “New” button in either the Vendor or Debtor list.

• This opens a new contact card where you can enter all required details.

  
  

3. Fill in the Required Contact Information

Complete the contact card fields:

• Fields are configured based on your business scenario.

• The date format adapts automatically to your country’s standard.

• Select from existing industry groups or easily create your own.

• You can also hide unused fields for a cleaner and more relevant interface.

  
  

4. Add Communication Details

In the Communication section, enter:

• The address of the vendor or debtor.

• Contact persons along with their email addresses, phone numbers, or any other relevant communication info.

  
  

5. No Need to Click "Save"

All information is saved automatically in SOFT4Factoring—no extra steps required.