Manually creating a Vendor is a simple process. In just a few simple steps, you can have a Vendor up and running. The following steps will help you create a new Vendor:

1.  On the left side of any page, Click on the Vendors module icon, located in the menu ribbon.

2.  On the left panel, click on the green New icon.

3.  Fill in the appropriate fields.

  Vendor ID, Vendor Name are the only required fields to create a Vendor record.

4.  Save the record by selecting  Create Vendor .  

Fields  * indicates a required field.

*Vendor ID: Unique identification code for the vendor. It can contain letters, numbers, or a combination of both, and can be up to 24 characters long. The Vendor ID should be something meaningful to you since the Vendor List is sorted by this ID by default.

*Vendor Name: Full or official name of the vendor. It can contain letters, numbers, or a combination of both, and it can be up to 50 characters long.

*Prefered Name: Name of the vendor as filed. For example, if the vendor is Ken’s Chevron, you might prefer to file that vendor as Chevron, Ken’s or That-One-Place.

URL: URL of vendor website.

Vendor Type: Type of vendor.

Rating: Rate your vendors on a one-to-four star rating.

Can Be Assigned To Work: Leave blank if your vendor is only a supplier.  Check the box if you want to assign the Vendor to a Work Order.