How to Add a New Vendor

 

Where to find the form

1. Go to the Purchasing module → Forms → Vendor Form.



2. Fill in the fields (required fields are marked with a red asterisk *):

• Vendor Name* — Enter the vendor name
• Legal Entity Name* — Enter the lega Entity Name. (important for 1099 reporting).
• W-9 Applicable?* — Select Yes and attach the W-9 file, or No + provide a reason
• Applicable Tax Identification Number (TIN)* — Enter SSN or EIN (this field appears only if W-9 and 1099 is applicable)
• Vendor Type — Set to Active
• Form 1099 Applicable? — Choose Form 1099-NEC or Form 1099-MISC if applicable

Pay Electronically Via ACH? — Select Yes and fill bank details (routing, account, etc.) only if they will be paid by ACH. Otherwise select No.

 

• Other yes/no questions (Optional fields: Provides Medical or Legal Services?, Provides Merchandise or Utilities?, etc.) —  Select answers as needed.

 

• Addresses
  • Fill Purchasing Address and Remittance Address (Check the box if Remittance Address is the same as Purchasing Address)

• Contact Information — Add remittance contact and/or purchasing contact
  
  

  
  
  

   

3. Click Save at the bottom.

4. Review all information, then click Submit for Approval.