How to: Add and Manage a Vendor

Creating Vendor Profiles on Traact

Step 1: Select the "Vendors" option from the Management section;

Step 2: On the Vendors page, you can filter vendors, edit or delete existing profiles, and create new ones. To add a new vendor, click the "New Vendor" button.

Step 3: You will be directed to the creation page, where you can enter the following basic details:

• Vendor Name (required)

• Main Contact: available in the drop-down menu if the vendor member is added as a user in your workspace. Note that you can leverage the External User functionality under the User Management module to limit the vendor members access to your workspace. Find more details under User Management vs Contact Book Guide.

• Email Address

• Phone Number

• Tags: select an existing tag or create a new one.

• Notes

• Members: available in the drop-down menu if the vendor member is added as a user in your workspace. Note that you can leverage the External User functionality under the User Management module to limit the vendor members access to your workspace. Find more details under User Management vs Contact Book Guide.

Step 4: You can also navigate to the Bank Details tab to enter the Vendors's banking account information;

Step 5: Click "Save" to store the Vendor details.

These details will now be available as options for linking invoices in the Invoices module.

Additionally, under the “Service Providers” section on the Entity Page, you can link vendors to your entities. You can also create new vendors directly from this page, and they will be reflected in the Vendors module as well.