Creating new vendors

  • Updated

Access to this feature is currently only available to those who are part of the beta program.

To request access to the beta, please contact support.

 

In this article, you will learn how to create new vendors for your purchase orders in Workiz. 

Purchase Orders is a tool available in the Feature Center/Marketplace designed to help you manage your purchase order lifecycles. From creating a purchase order with items that are relevant to specific jobs, sending the purchase order to a vendor, and tracking the delivery status, Workiz makes it easy to monitor and manage your purchase orders. 

New vendors can be added to your Workiz account in minutes, allowing you to store information like the vendor name, contact person, and payment terms.

Creating new vendors

In order to create a vendor, you will first need to enable the tool from the Feature Center/Marketplace. To learn more about enabling Purchase Orders, please see this article.

After enabling the tool, a new tab will appear on the sidebar navigation menu on the left for your purchase orders. This is where you’ll create new vendors.

  1. From the sidebar navigation menu, select Purchase Orders
  2. Select the Vendors tab
  3. Select New vendor
  4. Create your vendor:
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    1. Vendor name
    2. Address
    3. City

    4. State
    5. Zip code
    6. Contact phone number
    7. Contact email
    8. Contact person
    9. Contact person job title
    10. Payment terms (cash on delivery, net 30, etc.)
    11. (Optional) Notes
    12. Select Create vendor

Vendors will be stored in the Vendors tab of your Purchase Orders dashboard

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After creating your vendor, you will be able to start sending them purchase orders. To learn more about creating and sending purchase orders, please see this article

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