PSA L&P - Vendors: How to add a vendor

How to add a vendor

  1. Go to Ledger and Payables → Vendors
  2. Start by searching for the vendor. Check to see if the vendor is there even if it's inactive.
  3. If you re-activated the vendor, you may need to edit some of the fields. Our help articles are a good place to look to find information depending on which information needs to be updated. In addition to helping you set up the vendor initially, some of the links to the articles below may help you update the reactivated vendor record also. 
  4. If you are just adding the vendor record, add all known information about this vendor. Please see the links below to learn how to update the vendor record for the best outcome.
  5. Helpful articles  for adding or updating a vendor:



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