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Navigate to the desired Company #
- From the main dashboard or company list, locate the company you want to work with.
- Click on the company name to open its detailed record or profile page.
- Ensure you are on the correct company record before adding a vendor (check the company name and any key identifiers).
Click on the plus (+) button next to the Vendor field #
- On the company page, find the Vendor field or section.
- Next to this field, you should see a + (plus) icon or an “Add” button.
- Click this plus button to start creating a new vendor associated with this company.
Type in the new vendor name #
- A pop-up window or inline form will appear for adding a vendor.
- In the Vendor Name field, enter the full name of the new vendor exactly as it should appear in your records.
- If available, you may also fill in any additional fields (e.g., contact information, address, payment terms), but the name is typically required.
Click on Create #
- After entering the vendor name (and any other required fields), review the information for accuracy.
- Click the Create (or Save) button to finish adding the vendor.
- The new vendor will now be saved and should appear in the Vendor field for this company, and be available for selection in future transactions or records.
