Create or edit a Vendor

Create or edit a Vendor

Create a Vendor

To add a new Vendor in Zoho Inventory:
1. Go to the Vendors module on the left side bar under the Purchases
2. Click "+" icon near the Vendors title or "New" button not he top right side


3. Enter required information
  1. Primary Contact is optional
  2. Company Name
  3. Display Name
  4. Email Address
  5. Vendor Number. It is automatically suggested
  6. Phone
  7. Other Details. Select a Price List if applied
  8. Address
  9. Contact Persons
  10. Custom fields. Select Category and Territory
  11. Reporting Tags
  12. Remarks

4. Click Save at the bottom of the record. The record will be saved and synced to Creator

Edit a Vendor

To edit a Vendor
1. Go to the Vendors module on the left side bar under the Purchases
2. Select the vendor and click Edit button on the top right side. Edit and Save. The record will be updated and synced to Creator

Import Vendors

To import the Vendors from the file
1. Go to the Vendors module on the left side bar under the Purchases
2. Click 3 dots icon on the right top side and select Import. Follow steps here
3. After file is imported, go to Vendors  module under Purchases on the left sidebar
4. Select imported vendors and click Sync Vendors on the top menu bar. Vendors will be synced to Creator

Each time Vendor is created with the file import, this button Sync Vendors has to be clicked to sync vendor  to Creator. 
Each time vendor's Name or Status is updated with imported file, the Sync Vendors button has to be clicked to sync data to Creator.

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