How do I add a new supplier?

Suppliers (Vendors) are those you purchase inventory items or services from.

NOTE: For initial setup, we recommend that you enter most of the suppliers before entering inventory items.

To view or edit an existing supplier's details, click on the supplier name or "Edit" link next to the supplier name from the listing.

How to Add a New Supplier

  1. Click "Setup" from the menu bar.
  2. Select "Suppliers".
  3. Click the "New Supplier" button located in the upper left corner of the screen.
  4. Enter the name of the supplier (required).
  5. Enter the Accounting Vendor ID and Account Number if needed (optional).
  6. Select any concepts you may want to assign to the supplier via checkbox.