Vendors

Vendors are companies you buy from. The vendor database is shared across procurement, accounts payable, and reporting.

Adding a vendor

1. Procurement → Vendors → New vendor.
2. Fill in:
   • Name, trading name (if different).
   • Tax / VAT ID.
   • Address, website, primary contact.
   • Category — Office Supplies, Travel, IT Services, etc.
   • Payment terms — Net 30, Net 60, etc.
   • Default currency.
3. Save.

Vendor fields explained

• Category drives reporting (spend by category) and routing (different approval flows for different categories).
• Payment terms auto-fill on POs and invoices.
• Default currency is what new POs use unless overridden.

Bulk import

For migrating from a previous system:

1. Vendors → Import → Download template.
2. Fill in the CSV with your existing vendors.
3. Upload, map columns, run.

Vendor portal (Enterprise)

Vendors can be invited to a self-serve portal where they:

• See their POs and goods receipts.
• Submit invoices electronically.
• Update their bank details.

Reduces back-and-forth email; configured under Admin → Vendor Portal.

Vendor scoring

Track quality and timeliness:

• On-time delivery rate — auto-calculated from goods receipts.
• Quality score — manually rated per delivery.
• Pricing competitiveness — compared against quotes.

Surface poorly-rated vendors in reports for re-evaluation.

Next step

Raise a requisition →