Manage your vendor list for use with purchase orders. Add vendor contact information so you can quickly create purchase orders and track supply chain spending.
Before you start:
- You must be logged in as an administrator.
- The Purchase Orders feature should be enabled in Feature Flags if you plan to use vendors with purchase orders.
How to Access
Navigate to Manage Lists → Vendors.
Viewing Your Vendors
The Vendors page displays a grid of all vendors you have added. Each row shows the vendor's name and contact details. You can sort, filter, and group the list as needed.
Adding a Vendor
- Click Create Vendor in the toolbar.
- Enter the Vendor Name (for example, "ABC Supply Company" or "Metro Parts Warehouse").
- Enter the vendor's Contact Information such as phone, email, and address.
- Click Save.
Result: The vendor appears in the vendor list and is available when creating purchase orders.
Editing a Vendor
- Click on the vendor row or the Edit button to open the vendor details.
- Update the name, contact information, or other details.
- Click Save.
Deleting a Vendor
- Click the Delete button on the vendor row.
- Confirm the deletion.
Deleting a vendor does not affect existing purchase orders that reference that vendor.
Tip: Keep your vendor list up to date with current contact information. When creating a purchase order, having accurate vendor details saves time and reduces errors in your procurement workflow.
Next Steps
- Products & Services — manage your product catalog.
- Project Phases — set up phases for project management.
- Work Groups & Priorities — organize teams and set priority levels.