Manage vendors

Overview#

Vendors are the suppliers and distributors you buy from. Set one as an item's preferred vendor and replenishment drafts POs to them automatically.

Before you start#

• Everyone with inventory.read sees the list.

• Adding and editing needs purchasing.write (Owner, Admin, Dispatcher, Accounting).

Steps#

1. Go to Purchasing › Vendors.

2. Under Add a vendor, enter the name (for example "Johnstone Supply"), Account #, Email and Phone, and click Add.

3. To edit, change Name, Account #, Email, Phone, Address or Active in the row and click Save.

4. Set preferred vendors per item in Purchasing › Inventory › Setup.

Settings that change this#

• Purchasing › Inventory › Setup: Preferred vendor on each tracked item.

Tips#

• Put your account number in. It prints on the vendor's PO view.

• Untick Active for vendors you've stopped using instead of deleting them.

Troubleshooting#

• "Enter the vendor's name" → name is required.

• "There's already a vendor called X." → names must be unique.

• "Use digits, spaces and ()-+ only" → fix the phone number.

• "That vendor is inactive." → reactivate the vendor before creating a PO.

FAQ#

Can vendors log in? No. They only see the PO link you send.

Coming from ServiceTitan#

• Same: a vendor list with account numbers, used on POs.

• Where it lived: ServiceTitan Inventory › Vendors; Purchasing › Vendors in TradesWork.