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How to add a new Vendor

Updated by Jean Acosta

There are multiple ways to add a Vendor to ControlHub.

A. Add vendors to your Vendors list:

  1. Go to the Manage tab/Vendors subtab.
  2. Click on the +Add Vendor button. You'll be given 3 options:
    1. Single Vendor:
      1. You'll be prompted with the Add Vendor screen. The main details to update are Name, Email or Website.
      2. If you click on More Details, you'll be able to update additional optional information such as Phone Number, Payment Terms, Billing email address, etc.
      3. Click on Update to save changes.
    2. Multiple Vendors:
      1. You'll be prompted with the Add Vendors screen. As soon as you start entering information on the first vendor, a second row will be enabled for you to enter a second vendor's details, and so on. The primary details required are Name and Website and/or Primary email address.
      2. For more convenience, we highly recommend to use the Bulk Upload option. You will find the +Bulk Add button on the top right corner of the screen. You'll be prompted with the Add Vendors via File Upload screen, where you can drag and drop a CSV spreadsheet with your vendors’ details.
    3. CheckOut vendor:
      1. This option is useful if you’d like to request an integration with a particular vendor. Fill out the field on the form to submit your request. When you click on Submit, our Support Team will initiate a request internally via email with your vendor of choice, and your appointed Point of Contact for such integration will be added to the email thread to help us coordinate your integration setup. 

B. While creating a Request.

  1. When you get to the Add Vendor step, click on the + button next to the Vendor list dropdown.
  2. Add basic Vendor information (Name and either Website or Email address are required).
    1. Click on More Details to enter additional optional information such as Phone Number, Payment Terms, Billing email address, etc.
    2. Click on Create to save changes.
Please note that a Vendor created while submitting a Request will be saved regardless of whether the Request is submitted, saved as draft or discarded.
If your ControlHub account is connected to an ERP or Accounting system, new Vendors will not automatically export to those systems, unless they are part of an Approved Request with a corresponding PO or Transaction.

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