Add a New Vendor

Adding a new Vendor

1.  Hover on "Contacts" in the side Navigation bar. Click on Vendor option, Alternatively, click on "Contacts" and then select "Vendor" tab. You will be directed to the Vendor List page.
    
   
   
   
2. On the Vendor List page, locate and click on the "New Vendor" button. This button is illustrated in the image below.  
   
   
   
3.  Ensure that the essential Vendor information such as vendor's name, contact number, and any other relevant data as required  is entered into the respective fields. 
   
   
   
4. Under the "Other Details" section, you will find fields related to the Vendor's business information. Depending on the vendor type selected, the required information may vary:
   • If "WHT Business" is selected as Individual, "First Name" and "Last Name" are mandatory.
   • If "WHT Business" is selected as a corporation, "Company Name" becomes mandatory.
     
     
     
5. In the "Address" tab, fill in the billing and shipping addresses, respectively. Accurate address information is crucial for effective communication with the vendor. If the Billing address and Shipping address are the same, you have the option to copy the billing address.
   
   
   
6. In the final step, provide the Vendors's bank details, if applicable.
   
   
   
7. After completing all required fields and verifying the accuracy of the provided information, save the form.
   
   By following these steps, you will successfully add a new vendor to your system, ensuring that you have all the necessary information for future interactions and transactions.