A Vendor is an entity from which a product is purchased. You are required to select a vendor when creating an ASN (Advanced Shipping Notification, also referred to as a purchase order). The vendor record will display all related purchase orders.

Create a Vendor:
  1. Access the “Vendor” table. Two methods:
    From the Dashboard: Click the “Account Management” tab, click the “Purchasing” App, then click the “Vendor” Table.
    From the Quick Actions shortcut: Press a dot (period) on your keyboard, then select “Vendor” from the list of Quick Actions.
  2. Click the Create New button in the top right. The "Creating New Vendor" screen appears.


  3. Enter a vendor number into the Vendor No field. This is used as the vendor's unique identifier within a Line of Business

  4. Continue to enter vendor information. Fields with asterisks are required.

  5. When finished, click Save. The Vendor record will be created.
    NOTE: When a purchase order is created referencing this vendor, you can see the PO in the "Purchase Orders" tab within the vendor record.


Edit a Vendor:

  1. Access the “Vendor” table. See instructors above.
  2. Click on the vendor to be edited.
  3. Click the Edit button in the lower right.
  4. Make the necessary edits, and then click Save. 

Delete a Vendor:

NOTE: You cannot delete a vendor for which a purchase order has been created.

  1. Access the “Vendor” table. See instructions above.
  2. Rest your mouse on the record to be deleted.
  3. Click the double arrows () that appear at the end of the record. A drop-down menu appears.
  4. Click Delete. 
  5. Click OK through the confirmation message.

To perform a bulk load or bulk edit of vendors, see the Bulk Load and Bulk Edit articles.