Merchants

Merchants are the vendors or sellers from whom your employees buy goods and services. In Zoho Spend, merchants and vendors serve different purposes in the product:

A merchant is the business or individual from whom an expense was made, such as a restaurant, hotel, fuel station, or online store. You may or may not purchase from the same merchant again, it can be a one-time or occasional transaction.

A vendor is generally a supplier from whom your organization purchases goods or services on a regular or ongoing basis.

When your employees incur expenses from these merchants, you can record their details in Zoho Spend.

Add New Merchant

Here’s how you can add a new merchant:

• Go to Settings on the left sidebar.
• Click Merchants.
• Click + New Merchant.
• Enter the Merchant Name.
• Enter the Merchant Code.
• Click Save.

Add Merchant While Recording an Expense

Here’s how you can add the merchant while recording an expense:

• Go to Expenses on the left sidebar.
• Click + New Expense in the top right corner.
• Select the Merchant from the dropdown. If your expenses are autoscanned, the Merchant detail will be auto-populated from the expense you have uploaded.

Import Merchants

Here’s how you can import merchants:

• Go to Settings on the left sidebar.
• Click Merchants.
• Click the More icon at the top right corner.
• Click Import Merchants.
• Click Choose File and select the file you want to import. Or, drag and drop the file that you want to import.

• Select the Character Encoding and File Delimiter.
• Click Next.
• Check the mapping of the fields and click Next.
• Click Import.

Merge Merchants

You can merge two merchants into a single record if you find duplicates in your merchant list. Here’s how:

• Go to Settings on the left sidebar.
• Click Merchants.
• Select the two merchants that you want to merge.
• Click Merge at the top pane.
• Select the Master Merchant in the pop-up and click Continue. The selected merchants will be merged into one.

Upon merging, all the transactions will be transferred to the master merchant and other merged merchants will be deleted.

Edit Merchants

Here’s how you can edit a merchant:

• Go to Settings on the left sidebar.
• Click Merchants.
• Hover over the merchant you want to edit and click the More icon.
• Click Edit.
• Make the necessary changes and click Save.

Export Merchants

Here’s how you can export merchants:

• Go to Settings on the left sidebar.
• Click Merchants.
• Click the More icon at the top right corner.
• Click Export Merchants.
• Choose the Export File Format. You can choose from CSV, XLS, and XLSV.
• Enter the File Protection Password if you want to protect the export file.
• Click Export.

Delete Merchants

Here’s how you can delete merchants:

• Go to Settings on the left sidebar.
• Click Merchants.
• Hover over the merchant you want to delete and click the More icon.
• Click Delete.
• Confirm your action by clicking Delete in the pop-up.