Add a vendor

A vendor is a supplier you buy from. It is an account with the vendor role, so it shares the same accounts, contacts, and addresses model as customers on the sell side. Creating one gives you something to address purchase orders to and a place to hold its default billing address and payment terms.

Create the vendor

1. Go to Purchasing > Vendors and select New vendor.
2. Enter the vendor name and any company details. Save. The account is created with the vendor role.
3. If an account with that name already exists (for example, a company that is also a customer), Workcell adds the vendor role to it instead of creating a duplicate.

Add contacts and addresses

1. Open the vendor and add its contacts (buyers, sales reps, accounts-payable contacts). Mark one as the primary contact.
2. Add the vendor's addresses. Set a default billing address; a new purchase order pulls this in automatically.
3. Set payment terms on the vendor so they default onto orders and bills.

Where to go next

• Address a purchase order to this vendor.
• Raise a requisition that you can convert into a PO for this vendor.
• See where a vendor's bills land in Accounting.