Add your first vendor

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

Required permission: Purchase → Vendors — User or above.

A Vendor is the company that supplies your tooling products. Vendors are distinct from Manufacturers — a manufacturer produces the tool; a vendor supplies it (they may or may not be the same company).

Steps

1. In the sidebar, click Purchase → Vendors → + Create.
2. Enter the Name and a short Designation — a unique code for this vendor.
3. Enter the Lead Time in days.
4. Select the Currency this vendor invoices in. If they use a currency other than your organization default, make sure that currency has been added in Admin → Currencies.
5. On the Address tab, enter the vendor’s address. On the Contact tab, add Phone and Email.
6. Click Create.

What to expect

The vendor is now available when creating purchase orders. Their name and address will appear on printed purchase orders sent to them.

Next

Create your first purchase order — raise a purchase order for items you need to stock.

Related articles

• Create your first purchase order
• Receive goods
• Process a restock