--- title: "Create a New Vendor" slug: "create-a-new-vendor" description: "Create a new vendor by entering the required vendor name, meeting payment-specific fields, saving the record, and adding remaining details." updated: 2026-09-17T19:39:44Z published: 2026-09-17T19:39:44Z canonical: "docs.restaurant365.com/create-a-new-vendor" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a New Vendor When creating new vendors, the [vendor form](/doc/docs/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](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## Create a New Vendor ****1)** Navigate to the [Vendors](/doc/docs/vendors-page) page, then click the **Create** button. Alternatively, use the **Create** menu, or the **Vendor** dropdown on other AP screens.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-925VIUFL.png?sv=2026-02-06&spr=https&st=2026-11-06T21%3A54%3A35Z&se=2026-11-06T22%3A54%3A35Z&sr=c&sp=r&sig=KPMd3ySEIybO23rGZG1OuTKK8dfELsD4mUfAv77Ivs0%3D) **From the Create Menu** New vendors can also be added from the [Create menu](/doc/docs/r365-navigation#create-menu). 1. Click **Create**. 2. Select **Vendor**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UXSD7T22.png?sv=2026-02-06&spr=https&st=2026-11-06T21%3A54%3A35Z&se=2026-11-06T22%3A54%3A35Z&sr=c&sp=r&sig=KPMd3ySEIybO23rGZG1OuTKK8dfELsD4mUfAv77Ivs0%3D) **From the Vendor Dropdown on an AP screen** (i.e. the AP invoice, AP credit memo, etc.) New vendors can be added from vendor dropdowns on AP invoice, credit memos, etc. 1. Enter the new vendor **name** in the **Vendor field.** 2. Select **Create [Vendor name]**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GDTZM482.png?sv=2026-02-06&spr=https&st=2026-11-06T21%3A54%3A35Z&se=2026-11-06T22%3A54%3A35Z&sr=c&sp=r&sig=KPMd3ySEIybO23rGZG1OuTKK8dfELsD4mUfAv77Ivs0%3D) ****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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CY7KLBOC.png?sv=2026-02-06&spr=https&st=2026-11-06T21%3A54%3A35Z&se=2026-11-06T22%3A54%3A35Z&sr=c&sp=r&sig=KPMd3ySEIybO23rGZG1OuTKK8dfELsD4mUfAv77Ivs0%3D) > [!NOTE] > Account overview, Attachments, Locations, Transactions, Contacts, and GL accounts appear after the vendor is created. ****3)** Enter the **Vendor name**.** > [!NOTE] > Vendor name is the only field required for every new vendor, regardless of payment method. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QDGKAM0S.png?sv=2026-02-06&spr=https&st=2026-11-06T21%3A54%3A35Z&se=2026-11-06T22%3A54%3A35Z&sr=c&sp=r&sig=KPMd3ySEIybO23rGZG1OuTKK8dfELsD4mUfAv77Ivs0%3D) ****4)** Enter any other details known at this time.** Learn more about the fields of each section of the [vendor form](/doc/docs/vendor-form). ****5)** If **Default payment method** (Payment & accounting section) is set to **R365 Payments**, a Shipping address is required in the Address section.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RH5SMOO8.png?sv=2026-02-06&spr=https&st=2026-11-06T21%3A54%3A35Z&se=2026-11-06T22%3A54%3A35Z&sr=c&sp=r&sig=KPMd3ySEIybO23rGZG1OuTKK8dfELsD4mUfAv77Ivs0%3D) > [!NOTE] > 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 (account type and routing number) in the Banking details section. ****6)** Click **Create vendor**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-87AWCI0L.png?sv=2026-02-06&spr=https&st=2026-11-06T21%3A54%3A35Z&se=2026-11-06T22%3A54%3A35Z&sr=c&sp=r&sig=KPMd3ySEIybO23rGZG1OuTKK8dfELsD4mUfAv77Ivs0%3D) > [!WARNING] > 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.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-S7NI35VO.png?sv=2026-02-06&spr=https&st=2026-11-06T21%3A54%3A35Z&se=2026-11-06T22%3A54%3A35Z&sr=c&sp=r&sig=KPMd3ySEIybO23rGZG1OuTKK8dfELsD4mUfAv77Ivs0%3D) ****8)** Enter any remaining vendor details, then select **Save**.** See the [Vendor Form](/doc/docs/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](/doc/docs/vendors-page) grid. Refresh the page if it was already open in a browser tab before the vendor was created.