Vendors

Vendors are the suppliers you purchase from — nurseries, hardscape suppliers, equipment dealers, subcontractors. Every purchase order requires a vendor, so set up your regular suppliers before your team starts creating POs.

Add a vendor

1. Open Settings and click Vendors in the left rail.
2. Click New Vendor.
3. Fill in the vendor's details:
   • Name (required) — the vendor's business name. A vendor can't share a name with an existing client or vendor.
   • Contact Name, Email, Phone, Website, Address — reference details for your team.
   • Terms — one of your payment terms (Net 30, Due on Receipt, and so on), or None.
   • Notes — anything else worth remembering about the account.
4. Click Save.

The Vendors page lists every vendor with columns for Name, Contact, Email, Phone, Website, Address, and Terms. Click a row's edit action to update its details at any time.

Create a vendor on the fly

You don't have to leave a workflow to add a supplier:

• On the purchase order form, the Vendor picker includes + New Vendor, which opens a quick-create dialog.
• The Add Expense dialog on a visit offers + New vendor the same way when you're bridging a reimbursement purchase order.

Vendors created this way appear on the Vendors settings page like any other, so you can fill in the rest of their details later.

Archive a vendor

When you stop using a supplier, archive it rather than deleting it:

1. On the Vendors page, open the row's actions and choose archive.
2. Confirm with Archive.

An archived vendor is hidden from vendor lists (including the purchase order form's picker), but existing purchase orders and other records that reference it are unaffected.

Note: The Vendors settings page requires settings-manage permission. The quick-create dialogs only require permission to write purchases, so estimators and office staff can add a missing vendor mid-workflow without settings access.

Related

• Create & Approve Purchase Orders
• Expenses
• Settings overview