Add a vendor

Before you begin

• Have the supplier's current business and contact details.
• You need permission to manage vendors.

Step by step

1. Open Operations → Vendors and open the add-vendor form.
2. Enter the contact's First Name and Last Name, plus Company Name.
3. Complete Email, Phone Number and Address.
4. Select State and City where required, then submit.
5. Review the saved vendor before using it in related records.

What happens next

The supplier is available in your vendor list.

Helpful to know

• Use a consistent company name so colleagues can find the same vendor.
• Update contact details when the supplier changes them.