Vendor Management

Goal

Create clean vendor records so purchase orders can be issued quickly and consistently.

Before You Start

• You are in a tenant with purchasing access.
• You know the supplier’s display name and optional contact details.

Steps

1. Navigate to Purchasing > Vendors.

   

2. Click Add Vendor.

   

3. Fill the form:

   • Name: Supplier legal or operating name.
   • Code (optional): Internal short identifier.
   • Payment Terms (optional): For example, Net 30.
   • Email (optional): Primary purchasing contact.

4. Click Create Vendor.

5. To update a vendor later, use the row Edit action and save.

   

   Verification note: this is the Edit Vendor modal and the action button must read Update Vendor (not Create Vendor).

Expected Result in Formul

• Vendor appears in the vendor list.
• Vendor is selectable in purchase order creation.

Why These Fields Matter

• Name is your primary operational identifier: if this is inconsistent, duplicate vendors are created and PO history fragments.
• Before creating a vendor, search first to avoid near-duplicate records (for example, ABC Supply vs ABC Supplies).
• Code helps teams search and sort quickly when vendor names are similar.
• Payment Terms helps buyers understand cash-flow timing when placing orders.
• Email reduces handoff delays by keeping the ordering contact attached to the vendor record.

If Something Looks Wrong

• Check for duplicate vendor names.
• Confirm required fields are populated.
• Confirm you are in Purchasing > Vendors for the correct tenant.

Next Step

Create your first order in Purchase Orders.