1. To add a Vendor, go to Purchasing > Add Vendor. (You can also go to Purchasing > View Vendors and click the Add Vendor button.)
   
   
   
2. Fill out all required fields (these are red), as well as any additional fields you may want to use.
   
   
• Vendor Name - The name of your vendor.
• Contact First Name and Last Name - The name of your contact at this vendor.
• Email Address - This is the email address PO invoices will be sent to if you click the 'mail PO' option.
• Address Fields - The mailing address of the vendor. (Address, Suite No., City, State, Province, Country, ZIP/Postal Code). Address line 1 and 2 have a character limit of 50.
• Phone Number - The phone number of your vendor or contact. (Fax Number, Cell Number, Other Number)
• Vendor ID - A field to include other Vendor IDs you may use in other systems.
• Vendor Rep - A field to put the name of the rep for this vendor. This field is just for reference.
• Currency - The currency under which purchase orders will be placed for this vendor.
• Taxable - Click this checkbox if you would like tax to be applied to purchase orders under this Vendor.
• Internal Note - Any additional or special information about this vendor.
• Payment Terms - Information about the vendor's payment terms. This field is just for reference. 
• Shipping Terms - Information about the vendor's shipping terms.This field is just for reference.
• Display Notes - Notes that will appear on the Purchase Order format.
  
  
3. Once you have reviewed your new vendor, click Submit.
   

Vendors are generally assigned at the time that your purchase unit is created, while setting up your BOM.

There are a few places where you can go to change this: on product profile, purchase information, or batch edit purchase units.

1. Go to Products > Product Management > Manage Products
   
2. Search for your product by name, category, or SKU.
3. Click the Edit icon to go to the product profile.
4. Click the Purchasing tab.
5. Click the Edit icon on your purchase unit.
6. Pick a new vendor from the dropdown.
7. Click the Save button.
   

1. Go to Purchasing > Manage Purchase Units > View Purchase Units.
2. Use filters to narrow down your search, so you can find the vendor your purchase unit is currently assigned to.
3. Use your browser's built in search function (e.g. CTRL-F or Command-F) to search for the individual purchase unit.
4. Click Edit on your purchase unit.
5. Select a new vendor from the dropdown menu.
6. Submit.
   

1. Go to Purchasing > Manage Purchase Orders > Batch Edit Purchase Units.
   
2. Filter using purchase category or vendor to find the purchase units you would like to change. Click 'Search' to pull up results.
   
   
   
   
3. Select vendor from the dropdown for each purchase unit you would like to change.
4. Click Submit to save your changes.