Add a New Vendor

Rillet streamlines vendor management by providing an intuitive platform where you can effortlessly add, organize, and manage vendor information. With built-in features for tracking vendor details, contact information, contracts, and payment terms, Rillet ensures that all your vendor data is easily accessible in one place.

To add a new vendor:

1. Go to Accounts Payable > Vendors.

   
2. Select + Add Vendors.

   
3. Enter the following vendor information:

   1. General Information

      1. Vendor Name: Enter the vendor's name (e.g., "Demo Vendor").

      2. Point Person (Optional): Specify a contact person for this vendor.

      3. Email (optional): Enter the vendor's email address for communication.

      4. Address Line 1 (optional): Input the primary address for the vendor.

      5. Address Line 2 (optional): Provide additional address information if necessary.

      6. Country (Optional): Select the vendor's country from a dropdown list.

      7. City (optional): Enter the city where the vendor is located.

      8. State (optional): Specify the vendor's state.

      9. Zip Code (optional): Enter the zip code of the vendor's location.

      10. Tax ID (optional): Provide the vendor's tax identification number.

      11. 1099-Eligible (Optional): Check this box if the vendor is 1099-eligible.

      
   2. Payment Information

      1. Payment Method (Optional): Select the payment methods from available options:

         • Bank

         • Credit card

         • Debit Card

      2. Payment Terms (Optional): Select the payment terms from available options:

         • Due on Receipt

         • Net 10

         • Net 30

         • Net 60

         
   3. Default Coding

      1. Default Account (Optional): Choose the default account for this vendor.

      2. Department (Optional): Specify the department associated with this vendor.

      3. Customer Segment (Optional): Select the customer segment related to the vendor.

      

      Note: These default settings will be used automatically when creating new quick entries and will be applied in Rillet’s automatic entry workflows.

4. Click Save.

   

Once you click Save, you will see a message confirming that the vendor has been successfully saved.