When creating new vendors, the vendor form opens with a reduced set of sections until the vendor is created. Once saved, the remaining sections (Account overview, Attachments, Locations, Transactions, Contacts, and GL accounts) become available to edit.
Security
The following permissions are required to create and edit vendors:
Accounts Payable
Vendors
View Vendors
Edit Vendors
Create Vendors
Vendor Bank Account Information
View Vendor Bank Account Information
Edit Vendor Bank Account Information
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Create a New Vendor
1) Navigate to the Vendors page, then click the Create button.
New vendors can also be added from the Create menu.
Click Create.
Select Vendor.
2) The New vendor form opens to the Basic info section.
Only Basic info, Contact, Address, Payment & accounting, Banking details, Procurement, and 1099 are available on the New vendor form.
Account overview, Attachments, Locations, Transactions, Contacts, and GL accounts appear after the vendor is created.
3) Enter the Vendor name.
Vendor name is the only field required for every new vendor, regardless of payment method.
4) Enter any other details known at this time.
Learn more about the fields of each section of the vendor form.
5) If Default payment method (Payment & accounting section) is set to R365 Payments, a ‘Shipping address’ is required in the Address section.
Shipping address is required only when Default payment method is R365 Payments — this is the default payment method on new vendor records when R365 Payments is enabled. It is not required when Default payment method is Check or ACH. ACH has its own required fields (bank account number and routing number) in the Banking details section.
6) Click Create vendor.
If a required field is missing, the field is outlined and an inline message explains what's needed (for example, "Shipping address is required for R365 Pay"). Correct the field and select Create vendor again.
7) The saved Vendor record opens and a "Vendor created successfully" message appears.
8) Enter any remaining vendor details, then select Save.
See the Vendor Form article for a full field-by-field reference on the sections that are now available.
The new vendor is now available on the Vendors page grid. Refresh the page if it was already open in a browser tab before the vendor was created.