Vendors

Estimated Reading Time: 2–3 minutes

Overview

Vendors represent the external partners your team works with—such as manufacturers, installers, or service providers. Managing vendors in Coperniq allows your team to store contact details, track involvement across Opportunities and Projects, manage documents, and centralize communication in one place.

Vendors Page

Go to:
Left Menu → Vendors

From this page, you can:

• View all vendors

• Search, filter, and sort records

• Customize columns

• Toggle Show Archived

• Export vendors to CSV

• Create a new vendor

  
  If you apply filters , you can click Save in the top-left corner to save that view for later. This is useful if you want quick access to a specific vendor list without setting it up again each time.

Create a Vendor

Click + Vendor, then complete the vendor details.

Required:

• Name

• Type

Optional:

• Site address

• Website

• Notes

Add Contacts

Each vendor can include one or more contacts:

• Name

• Title

• Phone

• Email

Click + Contact to add additional contacts.

Vendor Record Overview

Opening a vendor provides a centralized view of all vendor-related details.

Header

Displays the following key information:

• Vendor name and type

• Phone number

• Website

These details can be updated in the Properties section below.

Vendor name, type, and website can be updated in the Properties section, while the phone number can be modified in the Contacts section or via the panel on the right side.

Properties

Stores structured vendor information such as:

• Vendor Type

• Website

• Title

• Number

• Record ID

• Created by

• Created at

You can update properties by:

• Clicking Edit, or

• Clicking directly into a property value where applicable

You can also:

• Toggle Show empty properties

  

Vendor Properties

Custom vendor properties can be created to support your workflow.

Go to:
Company Settings → Vendor Properties

Once created, these properties will appear in the vendor record and can be populated as needed.

Contacts

The Contacts section stores the people associated with the vendor.

You can view vendor contacts from:

• The main record section

• The right panel (Contacts)

To manage contacts:

• Click + to add a contact

• Click ⋮ next to a contact to edit or delete

Locations

Displays the vendor’s associated address.

To manage locations:

• Click + to add another location

• Click the ⋮ next to that location to delete it

• Click the location, then edit to update it

Projects

Displays all projects linked to the vendor, including status:

• Active

• On hold

• Completed

• Cancelled

Click See All to view the full list of linked projects.

Docs

Upload and manage vendor-related documents such as:

• Contracts

• Agreements

• Certifications

You can also toggle Show archived if needed.

Communication

The right-side panel allows you to:

• Add notes

• Switch between Note / Communication

• Send messages via Email or SMS

  

Archiving Vendors

• Profile: ⋮ → Archive

  

You can view or reactivate archived vendors anytime by enabling Show Archived.

Link Vendors to Opportunities and Projects

Open Record (Opportunity / Project) → Right Panel → Contacts → + Vendors → Search & Select → Link

Results

• Vendor appears on the Project or Opportunity

• Contact details are accessible inline

• The linked Project is reflected in the vendor’s Projects section