Purchases & Payables 3 min read

How to Manage Vendors & Supplier Information

Maintain an organized database of raw material suppliers, service contractors, landlords, and utilities.

Before You Start (Prerequisites)
  • Active organization with Purchases access

Step-by-Step Instructions

1

Open Vendors View

Expand "Purchases" in your sidebar and click "Vendors".

2

Create New Vendor

Click "+ New Vendor" to open the registration form.

3

Enter Contact & Tax Details

Enter Vendor Company Name, Primary Contact, Email, Address, and NTN number for withholding tax documentation.

4

Save Vendor

Click "Save Vendor" to add them to your supplier directory.