Add Vendors

In this help document, you’ll learn the different methods by which you can add vendors in Zoho Spend.

Add a Vendor

To add a vendor in Zoho Spend:

• Click Vendors on the left sidebar.
• Click + New in the top right corner of the page.
• Enter the vendor’s Primary Contact Name if required.
• Enter the Company Name if required.
• Enter or select the Vendor Display Name.
• Enter the Vendor Email. This is mandatory if you want to invite the vendor to the vendor portal.
• Select the Currency in which the vendor’s business operates. By default, this will be the same as your organization’s base currency.
• Fill in the following details if required:
  • Payment Terms: The due date by which you have to pay your vendor. You can choose an existing payment term or create one by clicking Configure Terms.
  • Enable Portal: If you want the vendor to access the vendor portal, check Allow portal access for this vendor.
  • Portal Language: The language in which the vendor portal will be displayed to the vendor.
  • Address: The Billing Address and Shipping Address of the vendor.
  • Contact Persons: Details of the other contact persons associated with the vendor.
• Click Save.

Invite a Vendor

Instead of your employees adding the vendor manually, you can enable Vendor Onboarding for your organization and let your vendors fill in their business details such as their names, contact details, tax identification numbers, and banking information. The vendor can submit their details, and your employees can verify them. Learn more about Vendor Onboarding.

Clone a Vendor

If you want to add a new vendor who has similar details to an existing vendor, you can clone the existing vendor. Here’s how:

• Click Vendors on the left sidebar.
• Click the vendor whom you want to clone.
• Click More in the top right corner and select Clone.
• Make the necessary changes on the page that appears and click Save.

Import Vendors

If you’ve vendors from external sources, you can import them into your Zoho Spend organization. Here’s how:

• Click Vendors on the left sidebar.
• Click the More icon in the top right corner.
• Hover over Import and click Import Vendors.
• Choose whether you want to import Vendors or Vendor’s Contact Persons in the pop-up that appears, and click Continue.
• 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.