How to add a vendor

INTENDED SEARCHES: add vendor, create vendor, edit vendor, vendor contact

Vendors are companies or people your business buys from or works with.

Steps:

1. Open the Vendors area.

2. Select the option to create a new vendor.

3. Enter vendor name.

4. Add contact person, email, and phone.

5. Add address, city, state, and zip.

6. Add credit limit if used.

7. Add payment type, service categories, expense category, tax exemption, tax percentage, payment frequency, and payment terms if available.

8. Save the vendor.

Before saving, check:

- Vendor name.

- Contact information.

- Address.

- Payment terms.

- Tax setting.

- Credit limit if used.

Why this matters:

Vendors connect to products, purchase orders, vendor invoices, material costs, and purchasing reports.

Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.