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Add a vendor

Create a vendor once, then use it on every RFQ, purchase order and vendor bill.

Customers & Vendors 5 steps 1:11 video Purchase - User (Own Documents) or Manager
Where to find it PurchaseVendorsVendors

Steps

  1. Open Purchase, point at Vendors in the menu bar and choose Vendors. Click New.
  2. Type the Entity Name - the supplier's legal or trading name.
  3. Add the Email and Phone of their sales or accounts team, and their TRN / VAT number.
  4. Type the Street / Address. In the Purchase tab you can set a Payable limit - the most you are willing to owe this vendor - and what happens when it is passed.
  5. Click Save. The vendor is created.

Tip

Contact people and remittance addresses go on the Contacts tab, exactly as for a customer - see Add contact people and delivery addresses.

What happens next

Order from the new vendor: Create a purchase order.

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