Add a vendor

Prerequisites: The vendor’s invoicing currency exists if it differs from your base currency — see Configure currencies.

Required permission: Purchase → Vendors — User or above; Inventory → Items — User or above to set the vendor on an item. Admins can edit any vendor or item; Managers and Users only the ones they created.

Create a vendor

1. In the sidebar, click Purchase → Vendors → + Create.
2. Enter the Name and a short Designation (a unique code for this vendor, up to 32 characters).
3. Set the Lead Time in days — how long this vendor typically takes to deliver. A new vendor starts at 7 days.
4. Select the Currency this vendor invoices in. Purchase orders to this vendor default to it.
5. On the Address tab, enter the vendor’s country, city, and address lines.
6. On the Contact tab, enter Phone, Email, Website, and the Language used on documents sent to this vendor.
7. Optionally, on the Terms tab, record Payment Term, Delivery Term, and a Shipping Note.
8. Click Create.

Set a vendor as the default on an item

1. Open the Item and click Edit.
2. On the Purchase tab, set Vendor to this vendor, and enter the Order Code, Purchase Price, and Lead Time this vendor quoted for this item.
3. Click Update.

The Inventory Scheduler uses this default vendor, order code, and price when it drafts a purchase order for the item automatically — see Set up automatic replenishment.

Related articles

• Create a purchase order
• Create a purchase order in a foreign currency
• Process a purchase receipt
• Receive goods into storage
• Process a purchase restock