Vendors

A vendor record holds the contact and commercial details for a supplier — used when raising purchase orders and quotations, and on product records for purchasing.

#Before you start

You need Purchasing › Vendors › View to open the list and profiles, Create to add a vendor and Edit to change one. With the own-records permissions you see and edit only the vendors you created. The vendor lists you pick from on purchase orders, quotations and receipts still show every vendor. See Access and permissions.

#The Vendors list

Open Purchasing > Vendors.

Sort defaults to the Name column, A–Z — this is the only list in Purchasing sorted this way; the other three default to newest first. The toolbar shows a Create icon.

#Create a vendor

1. From the list, select the Create icon.
2. Enter the Vendor name.
3. Optionally fill in the remaining fields.
4. Select Create vendor.

On success, you see a toast reading "Vendor created successfully" and you're taken to the vendor's profile.

#The vendor profile

Shows the vendor's name, an Edit button, then Email (as a mailto link), Website, Credit period ("N days"), Credit limit, Tax ID (EIN), VAT number, and Description — each row only shown if it has a value.

#Edit a vendor

Open the vendor and select Edit. The form is the same as Create, pre-filled.

#Errors you may see

#Current limitations

• The Website field does not check that what you enter looks like a web address — any text is accepted.
• No status options are set up for vendors; there is no status shown anywhere on the vendor screens.
• There is no Delete control for vendors.