---
title: "Create a New Vendor"
slug: "create-a-new-vendor"
updated: 2026-08-15T01:11:57Z
published: 2026-08-18T04:30:00Z
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.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-925VIUFL.png)

> [!NOTE]
> 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)

****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)

> [!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)

****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)

> [!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 (bank account number 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)

> [!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)

****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.