Add a vendor

What this is

A vendor is a company or person you pay for goods or services — for example, a plumber, landscaper, electrician, or supplier. Adding vendors lets you assign them to bills and work orders, attach them to the assets they service, and track how much you spend with each one over time.

When to use it: Add a vendor before you record a bill, work order, or asset that involves them. Keep a record for each company or contractor you pay so your expense reports break down cleanly by vendor.

Before you start

• None. You can add a vendor at any time.

Steps

1. In the left sidebar, click Vendors.
2. Click the + Vendor button at the top of the list. (You can also use Shortcuts > Add Vendor in the sidebar.)
3. Fill in the vendor’s details:
   • Vendor Name (required) — the company or person’s name, for example “ABC Plumbing”.
   • Address, Country / State / City, and Zip Code — the location dropdowns cascade (country first, then state, then city).
   • Phone numbers — contact numbers for the vendor.
   • Email — where you’d reach the vendor; handy to have on file for work orders.
   • Website — the vendor’s website, if any.
   • Account Number — your account number with that vendor, if you have one.
   • Status — Active for vendors you currently use, Inactive for ones you’ve stopped using, or Potential for ones you’re still considering.
4. Click Save.

What you’ll see

After saving, you land on the vendor’s Summary page with a confirmation that the vendor was added. The vendor now appears in your Vendors list and in vendor dropdowns when you create bills, work orders, or assets.

Tips

• Add an email and phone number for vendors you contact for work orders so the details are always handy.
• You can also add a vendor on the fly from some forms (such as when creating a bill) using the + icon next to the vendor dropdown.

Related articles

• Edit a vendor
• Delete a vendor
• Track an asset for a property