Add a Vendor

This guide shows you how to add a vendor using the built-in website extractor, review the pre-filled details, choose whether the vendor is private to you or shared with your organization, and save it to your Favorites.

Short Video

Guide to Adding a Vendor

Step 1: Start the Process

• Click on the Add Vendor button.

• Choose the Add Vendor Myself option.

Step 2: Input Vendor URL

• Enter the vendor's URL and click Go.

• Or tap the "Add Vendor Myself" if you don't have a URL for the vendor.

• The tool will extract information from the website.

Step 3: Review Pre-Populated Form

• The Add Vendor form will be pre-populated with extracted information.

• Pay attention to the available to option:

  • Me only: Vendor is private and only available to you.

  • My organization: Vendor is shared and available to everyone in your organization.

Step 4: Edit Information

• Review the pre-populated information for accuracy.

• Add any missing details, such as the state (e.g., Florida) and county (e.g., Lee County).

• Fields with a "*" are required. All other fields are optional.

Step 5: Save the Vendor

• Click Save to add the vendor.

• The newly added vendor will appear in the My Favorites section.

Step 6: Confirmation and View in "My Favorites"

• Verify that the vendor (e.g., Hooked on Appliance Repair) is now listed in the My Favorites" section.