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Add a vendor

Set up a supplier so their prices and terms fill in automatically.

A vendor is a supplier you buy from. Setting one up takes a minute, and it pays that back every time you raise an order — the currency, the prices, the payment terms and the delivery lead time all come across on their own.

Add the vendor

  1. In the top menu, click Purchases, then Vendors.

  2. Click New.

  3. Type the supplier's name in the Vendor name box at the top.

  4. Open Pricing & lead time and choose a Price list.

  5. Click Create.

The price list is the one you cannot skip

A name on its own is enough to save the record, but you cannot put that vendor on a purchase order until they have a price list. It is what tells Brahmin Solutions which currency you buy in and what you normally pay.

Buying from this supplier in US dollars? Choose your US dollar buy list. Buying in euros? Choose the euro one.

Worth doing while you are here

Everything in this table fills in automatically on every future order for this supplier, so a minute now saves typing later.

Section

What to set

Pricing & lead time

Price list, and Lead time (days) — how long they usually take

Financial & tax settings

Payment terms and tax rate

Shipping preferences

Carrier, shipping terms, FOB

Addresses

Where they ship from, and where you send payment

Contacts

Who you actually speak to

Lead time earns its keep quietly. It is what the reorder report uses to work out when you need to order, so a supplier with no lead time gives you reorder dates that assume everything arrives tomorrow.

How to know it worked

You will see "Vendor created.", the address bar changes from /new to the vendor's own page, and the status reads Active. They now appear when you click + Add vendor on a purchase order.

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