Team & company · 2 min read
Manage vendors and subcontractors
Keep supplier contact details ready for purchase orders and job coordination.
Before you start
Choose Vendors for suppliers and Subcontractors for outside trade partners.
Step by step
Open the right directory
Use Vendors or Subcontractors in the sidebar. Choose the add action for a new record.
Enter the contact details
Fill in the supported business and contact fields. Check the email address you will use when sending a purchase order.
Keep records current
Open a directory entry to review and edit its details. Use the list’s search and filters to find existing records before adding duplicates.
Use the recipient on an order
Start a purchase order and select the directory entry in Order to. Review the selected recipient before sending.
What happens next
The directory keeps partners available to purchase-order recipient selection. Adding a vendor or subcontractor does not invite them as a workspace team member.
Good to know
Use Team Members for people who need access inside your workspace. Use the import/export menu where available for a larger directory.
Sign in to use this feature. Available actions depend on your workspace access.