Add, Edit, or Delete Vendors

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
2 min read

In this article, you will learn how to add, edit, and delete vendors.

Roles enabled to perform this action: Accounts Receivables, Admin, Credit Manager, Sales Manager, and Setup.

Add a New Vendor

To add a new vendor, do the following instructions:

  1. Go to Setup and select Vendors.

  2. Click on Add Vendor.

  3. Fill in vendor information in the Vendor Information modal.

  4. Click on Save.

Fields Name, Code, Port of Origin, and Type are mandatory.

Each Vendor must have a unique Vendor code.

Vendors must be added to the system before company users can start creating Purchase Orders. Vendors can also be edited and deactivated as needed.

Add a New Vendor from the Setup - Vendors screen.

Add a Vendor’s Contact Information

To add a new vendor’s contact information, do the following instructions:

  1. Click on Edit from the Actions column.

  2. Click on the Contacts tab.

  3. Enter the Vendor's information.

  4. Optional: Check the Email POs box to automatically send Purchase Orders to the Vendor via email.

  5. Click on Save.

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Edit a Vendor

To edit a vendor, do the following instructions:

  1. Go to Setup and select Vendors.

  2. Click on Edit from the Actions column.

  3. Edit the vendor’s information.

  4. Click on Save.

Delete a Vendor

To delete a vendor, do the following instructions:

  1. Go to Setup and select Vendors.

  2. Click the drop-down arrow and select Delete.

  3. Click on Yes.

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Edit or Delete a Vendor from the Setup - Vendors screen.

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