How to Add a Vendor

Adding from this screen creates an accounting payee: someone you need on the books so you can record bills and payments against them. It takes a name and nothing else.

You need the accounting configuration permission.

Steps

1. Open the Vendors card and click Manage.
2. Click Add vendor.
3. Enter the name. Everything else is optional and can be filled in later.
4. Save. The new row appears in the list straight away.

The add form:

When you need a service vendor instead

If you need a real supplier with insurance certificates, work orders and the rest of the operational record, set them up in Operations instead. The add form links you straight there. Once they exist in Operations they show up in this list automatically, labelled Service.

The rule of thumb: if you only need to pay them, add them here. If someone will also be dispatching work to them, start in Operations.

Notice you do not set a category here

There is deliberately no expense category field on this form. The category sets itself from the first real bill you record against the vendor, and you can override it from the list at any time. See How the expense category sets itself.

If the name is already taken

If a vendor with that name was archived earlier, you are offered the chance to bring the original back rather than ending up with two records that look the same. Choosing to restore it reactivates the original with all its history intact.

If an active vendor already has that name, pick a name that distinguishes them, for example by adding the trade or the location.

Messages you might see

Related articles

• How to edit a vendor
• How to archive a vendor