A vendor is a company or a person who provides service to your business. You can add all of your vendors and their related documents, such as contracts, to the portal. Vendors are used in the work order, purchase order, bill, expenses and other modules. There are reports available for vendor-related expenses.

To add a vendor, you need to Add vendor permission; to edit a vendor, you need to edit vendor permission and to delete a vendor, you need to delete vendor permission.

There are three main sections to be completed for the vendor profile. Follow the steps below to add a vendor.

1. Profile (Basic Information):

• Business Name: The name of the business (optional)
• Operating Name: The operating name (optional)
• Contact First Name: First name of the vendor contact
• Contact Last Name: Last name of the vendor contact
• Email: Vendor email address in which all correspondence will be communicated
• Primary Phone: The primary phone number of the vendor.
• Secondary Phone: The secondary phone number of the vendor to which SMS(coming soon) will be sent.
• Service Tax Number: The service tax number (optional) of the vendor. If the vendor is charging provincial taxes, it will be recorded under this tax number.
• Specialties: Select vendor specialties from the drop-down
• Service Area: The service area of the vendor (optional)
• Approve this Vendor: The vendor will only be available in this portal if the status of the vendor is approved.
• This vendor is also a supplier: By selecting this box, you can make the vendor available in the purchase order module. 

Do you know if you can pay a vendor from the portal?

To pay the vendor using our portal, add the vendor’s bank information in the ‘Bank Account Info’ section. The payment will be made as EFT, and each transaction will cost $0.50.

1. Address (Mailing/Billing):

• Mailing Address: Enter data into the following fields:

1. 1. Address (Optional)
   2. Country
   3. Province
   4. City (Optional)
   5. Postal Code (Optional)

• Billing Address: Enter data into the following fields:

1. 1. Address (Optional)
   2. Country
   3. Province
   4. City (Optional)
   5. Postal Code (Optional)
2. Documents: Upload vendor documents (maximum 5)

After filling up the form, click ‘Submit’.

• To cancel, click ‘Cancel’.