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Vendors

The Vendors page is your supplier directory across two tabs — Overview and Vendor List — feeding directly into procurement.

Vendors

Overview​

See vendor stats and distribution at a glance, then manage individual vendors (contacts, terms, type, status) in a searchable list.

Tabs in detail​

Overview​

  • Stat cards: Total Vendors, Active Vendors, Preferred Vendors, Supplier Vendors.
  • Vendor Type Distribution chart with count and percentage per type (Supplier, Service, Contractor, Utility, Professional, Other), color-coded.

Vendor List​

  • Columns: Name (+ description), Code, Type badge, Category, Status (Active/Inactive, plus Preferred), Contact (email/phone), Created date, Actions.
  • Search (name/code/description); filters: Type, Status; Reset, Refresh, Export (CSV), Add Vendor.
  • Row actions: Edit, Delete (soft-delete — keeps history on existing POs).

Add / Edit Vendor form​

  • Fields: Name (required), Vendor Code, Description, Vendor Type (required), Category (Office Supplies, Equipment, Services, Raw Materials, Maintenance, Technology, Consulting, Utilities), Tags, Contact Email, Phone, Website, Primary Contact.

Step by step: add a vendor​

  1. On Vendor List, click Add Vendor.
  2. Enter Name and Vendor Type (required); add contact details.
  3. Click Create Vendor.

Tips & best practices​

  • Mark top suppliers Preferred to prioritize them in procurement.
  • Use vendor codes consistently — they show on purchase orders and receipts.
  • Export periodically for your accountant or reconciliation.

Troubleshooting​

IssueFix
Add Vendor disabledConfirm your organization is set and you have admin permissions
New vendor not visibleRefresh and check the Active/Inactive filter
Delete failsAn active PO references the vendor — complete or cancel it first

What's next​