Add New Vendor

Adding a New Vendor

Business Admins and Team Leads can add new vendors from the Vendors tab. Follow the steps below to create complete vendor records that make generating purchase orders easier.

How to Add a New Vendor

1. Go to More → Vendors.
2. You will see a list of all existing vendors.
3. Click New Vendor at the top right of the screen.
4. Enter the vendor’s information.

Mandatory Field

• Company Name (required)
  • This is the primary identifier used when selecting vendors for purchase orders.

Optional but Recommended Fields

• Contact Person Name

Contact Information

Under the Contact Information section, you may enter:

• Email
• Phone Number
• Title

These details are optional but highly recommended as they help generate complete and clear purchase orders.

Address

You can add the vendor’s address using either approach:

Option 1: Google Autocomplete

• Begin typing the address in the Search field.
• Choose the correct entry to automatically populate the address fields.

Option 2: Manual Entry

• Address
• City
• Province
• Zip Code

Providing the address ensures accurate record-keeping and helps streamline procurement workflows.

What Happens Next?

After saving:

• The vendor becomes available for selection when creating Purchase Orders (POs).
• All provided information will pre-fill into relevant PO fields for accuracy and convenience.

Summary

Adding a new vendor is simple:
Enter the company name → add optional contact and address details → save → the vendor is ready to use in purchase orders.

Complete vendor information ensures smoother purchasing and cleaner documentation.