Maintaining accurate vendor records is essential for generating Purchase Orders and tracking Purchase Order history. ShipHero allows you to manually create vendors and assign products to them.
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Manually Creating a Vendor Step-by-Step
To add a new vendor directly through the web dashboard, follow these steps:
- Navigate to Purchase Orders Vendors using the top navigation menu.
- Use the Search tool to verify that the vendor does not already exist in your system to avoid duplicate records.
- Click the Add a Vendor button located at the top right of the screen.
- Fill in the required fields in the vendor profile.
- Click Save.
Vendor Creation Fields
The following fields define the vendor configuration and communication preferences:
| Setting Name | Description/Action |
|---|---|
| Name | The name of the vendor. |
| Email(s) | Vendor contact emails. You may enter up to 8 emails per vendor; exceeding this will result in an error when saving a Purchase Order. |
| Account Number | Your account number with the vendor. |
| Internal Note | Notes for internal team reference; these are not displayed on Purchase Orders. |
| Default PO Note | A note that is automatically added to every Purchase Order created for this vendor. |