What this page is for
Set up a vendor so they can be given jobs and paid.
Who can use it
Add and change vendors (by default Admin, Operations, Finance).
How to add a vendor
- Enter the name and tick their trades.
- Add the contact person, phone, email, tax number and address.
- Enter the currency, rates and days to pay their bills.
- Enter the bank details for paying them, and select Save.
Fields and columns
| Field | Meaning |
|---|---|
| Account number | Stored encrypted and never shown again. Leave blank to keep it. |
| In use | Untick to stop offering the vendor for new jobs. |
Statuses and automation
Every change is recorded in the change history; bank details are never written to it.
Settings that change this page
Master data: Vendor trades.
FAQs
Who can change bank details? People with See vendor bank details.
Troubleshooting
| Problem | What to do |
|---|---|
| The currency is missing | Add it under Exchange rates first. |