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Vendors - Overview

Vendors are individuals or businesses from whom your company buys items. Vendor details are required when creating transactions in the Purchases modules in Zoho Spend.

The Vendors module lets you view, create, and manage the vendors with whom your company does business.

Add Vendors

  • Add a Vendor
  • Invite a Vendor
  • Clone a Vendor
  • Import Vendors

Vendor Onboarding

  • Enable Vendor Onboarding
  • Invite a Vendor
  • Cancel a Vendor Invite
  • Approve a Vendor
  • Request More Details
  • Reject a Vendor
  • Disable Vendor Onboarding

Manage Vendors

  • Edit a Vendor
  • Mark a Vendor as Inactive
  • Mark a Vendor as Active
  • Delete a Vendor

Approvals for Vendors

  • Configure Approvals for Vendors
  • Submit a Vendor for Approval
  • Approve a Vendor
  • Reject a Vendor
  • Resubmit a Rejected Vendor for Approval
  • Disable Approvals for Vendors

Other Actions for Vendors

  • Filter Vendors
  • Merge Vendors
  • Attach Files to a Vendor
  • Add Comments
  • Export Vendors
  • Export Current View
  • Sort Vendors
  • Rearrange Columns
  • Refresh List

Preferences

  • General Preferences
    • Duplicate Display Name
    • Vendor Numbers
    • Billing Address Format
    • Shipping Address Format
  • Custom Fields
  • Validation Rules
  • Custom Buttons and Custom Links
  • Related Lists