Create/import vendors

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There are 2 ways of adding vendors on the Vendors list page:

1. Click "New vendor" , enter vendor info, and click "Save":

2. Import many vendors at once by clicking Import from Excel :

In this case, you’ll need to download the template, fill it with the vendor data and upload it to the system.

3. You can post the Vendor application URL on your corporate website or send it to new vendors so that they can submit their applications to you.

You can find this link on the portal settings page.

For every vendor, you may add contact info, contact persons, payment methods, prices, taxes, and documents.

You will be able to select the vendors when you assign job to them, create vendor invoice or enter vendor payment.

For more info on vendors, please see our wiki pages or our video tutorial

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