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Vendors

From this section, you can view your vendors and enter their general, contact, tax, and business information.

Navigation path: Invoicing → Vendors → Vendors.

1. Open the vendor list​

Go to the Invoicing module, select Vendors in the top menu, and then Vendors in the sidebar.

Vendor list

The list displays the Name, Code, and Email columns.

Use the Search field to find a vendor. You can also use the filter and column icons to adjust the view.

If no records match your search, the message No records found appears.

2. Create a vendor​

Click New Vendor in the upper-right corner of the list.

3. Complete the general information​

In the General section:

  1. Select Individual or Company, as appropriate.
  2. Enter the vendor's name.
  3. Review the Code displayed in the form.
  4. Complete Brand, if applicable.
  5. Select the Tags you want to associate with the vendor.
  6. To add an image, drag the file into the indicated area or click Browse.
Vendor general information and main address

4. Complete the main address​

In the Main Address section, complete:

  • Street 1.
  • Street 2, if you need to add further information.
  • City.
  • ZIP: postal code.
  • Country.
  • State/Province.

Review the selected country and change it if necessary.

5. Complete the contact information​

In the Contact Information section, enter the available details:

  • Account Number.
  • Email.
  • Language.
  • Phone.
  • Mobile.
  • Website.
Vendor contact and tax information

6. Complete the tax information​

In the Tax Information section:

  1. Select the vendor's Tax Status.
  2. Select the Document Type.
  3. Enter the corresponding Tax ID.

7. Review the Sales tab​

In the Sales tab, select the applicable details:

  • Salesperson.
  • Payment Terms.
  • Payment Method.
  • Rates, under the Operations section.
Sales tab in the vendor form

8. Complete the Purchases tab​

In the Purchases tab, select:

  • Payment Terms.
  • Payment Method.
  • Rates, under the Operations section.
Purchases tab in the vendor form

9. Complete Other Information​

In the Other Information tab, select the appropriate Industry and Company.

Vendor Other Information tab

10. Review the Invoicing settings​

The Invoicing tab includes two groups of options.

Customer invoices​

Select the following, if applicable:

  • Invoice Sending Method.
  • Electronic Invoice Format.

Automation​

Review the available options:

  • Auto-post Invoices.
  • Ignore Abnormal Invoice Amount.
  • Ignore Abnormal Invoice Date.
Vendor invoicing and automation options

11. Add internal notes​

In the Internal Notes tab, enter any notes you want to record about the vendor.

The editor allows you to format text and add lists, links, and other elements.

Vendor internal notes editor

12. Create the vendor​

Once you have completed and reviewed the information, click Create to save the vendor.

To continue adding another vendor, select Create and create another.

To exit without saving, click Cancel.