Add a vendor
Add New Vendor opens the New Vendor Form. Saving it creates the vendor and links it to the supplier, so it can be chosen on purchase orders straight away.
Who uses it
Supplier staff with full access to Vendors.
How it works
Press Add New Vendor at the top of the Vendors page, fill in the form and press Add Vendor. A toast says "New vendor successfully added!" and the vendor appears in the list.
| Section | Field | Rule |
|---|---|---|
| User Information | First Name, Last Name | Optional |
| Phone Number, Email | Optional | |
| Business Information | Business Name | Required |
| Address, City, State | Required | |
| Zip | Required, 5 digits | |
| EIN/Tax ID | Optional. If entered, 9 digits | |
| Vendor Ref ID (Optional) | The supplier's own code for the vendor | |
| Terms | Defaults to COD. See Payment terms |
The phone number and email are also stored as the vendor's own contact details, so they show on the vendor page and on purchase orders.
Duplicates. The form refuses a phone number, email or EIN/Tax ID that already belongs to another Clipp account and marks the field:
- "An account with that email already exists. Please try a different one or reach out to support."
- "Phone number is already being used by another account. Please try a different one or reach out to support."
- "EIN/Tax ID is already being used by another account. Please try a different one or reach out to support."
Any other failure shows "Something went wrong. Please try again or contact support." and nothing is saved.
Permissions
Full access to Vendors. Without it the button is disabled.
Known limitations
- The vendor cannot be edited afterward except for its terms. Check the details before saving.
- A vendor who is already on Clipp under that email, phone or EIN cannot be added again. There is no way to link an existing business from this form.
FAQ
Do I have to enter a contact? No. Only the business name and address are required. Add a contact if you want a phone or email on the vendor.
Does the vendor get an email or invitation? No (verify). The vendor is the supplier's record and does not use Clipp for it.