How To: Manually Add a Vendor

Summary:

If your organization uses the file upload method, please avoid adding vendors manually, as this step is not required. However, VendorProof does provide the option to add vendors individually if needed. This approach is most useful when adding a single vendor or a small number of vendors.

To add a vendor manually, log in and navigate to Vendors → Add Vendor. Enter the vendor details, including category, vendor number, and legal business name (or proprietor’s name for individuals). While optional, assigning a unique vendor number is strongly recommended to ensure accurate monitoring and effective file management. You may also add representative information before saving.

__________________________________________________________________________________

To add an individual vendor or a limited number of vendors, clients may choose to manually enter vendor information instead of uploading a new vendor file. For those who prefer to upload a bulk file, please refer to the following article: How To: Build Vendor File.

Begin by logging into VendorProof, then navigate to "Vendors" > "Add Vendor."

Start by selecting a vendor category (if applicable to your organization; this may be none) and assigning a vendor number. Although the vendor number field is optional, it is highly recommended to use a unique vendor number to ensure clear identification and facilitate vendor management through file uploads.

The legal business name must be provided unless the vendor is a sole proprietor, in which case the proprietor's first and last name should be entered. Providing comprehensive details about your vendors is essential to achieving the highest level of accuracy in monitoring.

Click the "Next" button to proceed to the section for entering contact representative information for the newly added vendor.

Click "Save" to finalize the addition of the new vendor to VendorProof.