WragbyWbizManager

Add a vendor

Create the supplier record you choose on purchase orders and bills.

For procurement and finance staffUpdated 4 Nov 2026

Before you start

  • Set up posting groupsOnly if your company takes accounts from posting groups. The vendor's groups decide the payable, purchase and VAT accounts.
  • Set up vendor posting groupsOnly with posting groups. The vendor posting group gives the payable account.
In this article
  1. Steps
  2. Change or delete a vendor
  3. If something goes wrong

A vendor is anyone you buy from. Add the vendor before you raise a purchase order or record a bill from them.

Steps

  1. Open Purchases › Vendors

    In the menu on the left, select Purchases, then Vendors. Select Add New. The Create vendor panel opens on the right.

    1. Vendors in the Purchases menu.
    2. Add New opens the Create vendor panel.

    If you don't see Add New, your role can't create vendors. Ask your administrator. To add many vendors at once, use Upload vendors.

  2. Fill in the primary contact

    In Primary Contact:

    • Salutation: optional, for example Mr, Mrs, Dr or Company.
    • First Name: required, even when the vendor is a company. Enter the name of your main contact there.
    • Last Name, Email and Phone Number are optional.

    Display Name fills itself in from the first and last name.

    1. Salutation (optional).
    2. First Name is the only required field.
    3. Last Name, and the Display Name that fills itself in.
    4. Email and Phone Number.
    5. Save creates the vendor. Fill in the sections below first.

  3. Add the company details

    In Company Details, add the Company Name, Company Address, Contact Person and Website. All are optional, but the company name makes the vendor easier to find.

  4. Add the billing address

    In Billing Address Details, choose the Country, then the State, and enter the City, Zip Code and Street Address. All are optional.

  5. Check the posting groups

    The posting groups decide which accounts this vendor's bills post to. Leave them on Organisation default unless your accountant tells you otherwise.

    • Vendor posting group gives the payable account.
    • General business posting group says who the vendor is to you, for example domestic or foreign. With each item's product group it picks the purchase account.
    • VAT business posting group, with each item's VAT product group, picks the VAT treatment.

    1. Vendor posting group gives the payable account.
    2. General business posting group.
    3. VAT business posting group.
    4. Save.

  6. Save

    Select Save. You'll see Vendor created successfully!, and the vendor appears in the list. You can now choose them when you request a quote, create a purchase order or record a vendor bill.

Change or delete a vendor

Use the actions on the vendor's row to View, Edit or Delete them. A vendor who already appears on a transaction or journal can't be deleted.

If something goes wrong

MessageWhat to do
First name is requiredEnter a First Name in Primary Contact.
Please fix the validation errors before submittingLook for the field marked in red and fill it in.
Cand delete. Vendor is used in a transaction(s)!The vendor is in use and can't be deleted. Keep the record.