Manage vendors

Vendors are the suppliers you buy materials from. You choose a vendor when you bring stock in with a request inbound or an in/out transaction.

Good to know

You need the Vendor permissions in Inventory to add, edit or delete vendors.

Add a vendor

1. Open Vendors

   In the sidebar, under General settings, click Vendors, then click Add New.

   

   The Vendors list

2. Enter the vendor details

   In Create Vendor, fill in the fields. Fields marked with a red asterisk (*) are required.

   Field	What to enter
   Name *	The supplier’s name. It must be unique.
   Code	A short code of up to 25 characters, with no spaces or special characters. It must be unique.
   Select country, Select state, Select city *	Choose the country first, then the state, then the city.
   Postal code *	The supplier’s postal code.
   Address *	The street address.
   Phone Number *	The supplier’s phone number.

   Tip

   In the country, state and city lists, scroll to find the name. Typing a name in these lists does not filter them.

   

   Create Vendor form

3. Save

   Click Save. The vendor appears in the list.

   

   Done

   You can now choose this vendor when you bring stock in.

Edit or delete a vendor

Click ⋮ at the end of the vendor’s row, then choose Edit or Delete.

Warning

Deleting a vendor cannot be undone.

Past transactions and reports keep the vendor’s name, so your history stays complete. Requests from a deleted vendor that are still waiting for approval can no longer be edited. Delete them and create new ones with another vendor.

Tips

• Use the search box above the list to find a vendor by name.
• Click the arrows next to a column header to sort by name, code, phone number, postal code or address.