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How to Create a New Vendor

To create a new vendor:

  1. Navigate to Contacts > Vendors
  2. Press Add at the top of the left pane
  3. Enter the required information (company name, vendor type, and net D) and any other additional details
  4. Press Add vendor

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To create a vendor while placing a purchase order:

  1. Navigate to Orders > Purchase Orders > New Order
  2. Press Add new above the Vendor field
  3. Enter the required information—note that you cannot unselect the Goods toggle since this is required for a vendor to be selected on a PO
  4. Press Add vendor—the vendor now exists and is automatically selected in the Vendor field for the order

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To create a vendor from a new expense:

  1. Navigate to Finance > Expenses > Expenses (or any other workflow where you can create an expense)
  2. Press Add new expense
  3. Press the Add new link above the Vendor field
  4. Enter the required information—note that you cannot unselect the Services/Expenses toggle since this is required for a vendor to be selected on an expense
  5. Press Add vendor—the vendor now exists and is automatically selected in the Vendor field for the expense

 

For further information on how to edit a vendor, see the article below: