How to add a new Vendor

Updated 9 months ago by Jean Acosta

You can add vendors through the following methods:

A. Manually add vendors to your vendor 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, Website and Primary email address.
      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. If you choose this option, you will be prompted with the Request CheckOut integration with a new vendor. You will be asked for the following details:
         1. Vendor Name.
         2. Vendor Website.
         3. Corporate Account Number.
         4. Credit Terms.
         5. PO Communication Protocol (CXML/Punchout, API or EDI).
         6. Point of Contact.
      2. When you click on Submit, our Support Team will initiate a request internally via email with your vendor of choice, and you'll be added to the email thread to help us coordinate you integration setup. For more information on this process, please contact us.

B. You can also add a vendor when creating a request.

1. When you get to the Add Vendor step, you'll be able to:
   1. Add a single vendor: Follow steps 2.a on the scenario above.
   2. Add multiple vendors: Follow steps 2.b on the scenario above.
   3. Proceed with an unknown, unspecified vendor. This allows you to skip adding a vendor to your request.
2. Complete submitting your request to save these changes.

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