Adding New Vendors/Suppliers

Adding new Vendors or Suppliers to your account is a simple process for users with the right permissions.

For the sake of these help articles, we commonly use the terms Vendor and Supplier interchangeably. But within the Supplios web app, Vendor is the more commonly used term.

By default, only internal "Full Users" are able to add new Vendors, but this can be customized for customers who have custom roles and permissions activated in their Supplios account.

Where new Vendors can be added:

There are multiple places where new Vendors can be added. This includes:

• From the Vendors area of the app (this is most commonly used, more detail on this below)
• From the green "+ New" button at the bottom of the main menu
• From the 'Invite Suppliers' section of a Sourcing Event (RFQ/RFP). A new Vendor can be added to the database and invited to the Sourcing Event at the same time.
• From an Onboarding workflow.
• From other custom workflows, if specifically added during implementation.
• From a bulk import by the Supplios support team (typically during initial implementation, but can also be done later)
• From a 2-way vendor ERP data integration (requires custom setup)

Adding Vendors from the Vendors area

Follow these steps to add a new Vendor from the Vendors area of the app, or from the "+ New" button in the main menu:

• From the Vendors list page, click the green New Vendor button in the top left corner.
• Alternatively, go to the Vendor section and click Add New Vendor.

Fill out the New Vendor form:

• Company Name:The only required field to create a Vendor in your account.
• Full Legal Name: The full legal name of the Vendor company, such as "Great Widgets, Inc.". Optional, can be filled out later. Can be edited by the supplier directly from their side of the portal.
• Website URL: Must start with "http://" or "https://". Optional, can be filled out later. Can be edited by the supplier directly from their side of the portal.
• Vendor Code / ERP ID: This should be the vendor code in your ERP system, or other similar system, if you have one assigned for this supplier. Optional, can be filled out later, but it is recommended if at all possible. Adding this as early as possible allows for easier data integrations in the future, even if integrations are not part of your initial implementation. Editing this field is only possible by internal SuperAdmin users currently, but this can be customized.

After submitting the New Vendor form, you will be taken to the Vendor detail page where you can edit additional information about this vendor, such as their tags, categories, capabilities, locations, contacts, and more.

For info about how you add contacts to a vendor, see the related articles referenced below.