Adding a Vendor

Occasionally you will need to add a vendor to the system. This guide will demonstrate how to do so.

Adding a new vendor in Procurement requires involvement from our Help Desk and Implementation team. Simply adding a vendor to the system will not allow you to purchase products or receive invoices from said vendor. Please reach out to our Help Desk to begin this process.

To get started, navigate to Management → Vendors → Add New Vendor

Step 1: Choose Vendor

Enter your new vendor’s name here. If the vendor is already in the system, this dynamic search form will let you know. If it isn’t in the system, click Next.

Step 2: Vendor Details

On this screen, you can select whether this vendor will be an Email or Don’t Email vendor. Many modern vendors will be set up as electronic purchasing portals, so Email may not be necessary for those vendors.

You may also check the box determining whether you’d like the purchaser to receive confirmation email copies upon order submissions.

Step 3: Vendor Contacts

While a vendor contact isn’t absolutely required, if you have one it isn’t a bad idea to enter it here. Once you’ve entered one or more contacts, click Next.

Step 4: Address

Enter the vendor’s address here. While this is not a required field, it is highly suggested you enter the address. Once entered, click Next.

Step 5: Facilities

Here you will select which facilities will have access to this vendor. If it’s a smaller vendor that only relates to one or a few locations, you can deselect the others to keep it from showing for locations to which it doesn’t relate. If it should be visible to all locations, click the checkbox at the top of the “Include” column to select all. Then, click Next.

Step 6: Accounts

As mentioned earlier, you must involve the Help Desk with this process. Simply adding an account number here won’t be enough to begin purchasing with this vendor. Leave this field blank, complete the steps below, then contact Help Desk with the vendor’s account number(s) to assist with completion.

Click Next.

Step 7: Delivery Days

You can select the typical delivery days for your vendor here. If a vendor ships any day of the week, select all the checkboxes. If the vendor only ships on select days, choose those checkboxes. This is used for displaying the anticipated delivery day in our system.

To complete adding the vendor, click Add Vendor, then click Yes.

Your vendor has been added!