Adding a vendor

Add a vendor from a registry lookup or by entering the company details yourself.

Before you begin

You must have permission to add vendors. Ask a workspace Owner if you need access.

Steps

1. Go to Vendors > Add vendor.
2. Enter the company’s legal name or organization number in Legal name or organisation number.
3. Select the Registry country.
4. Select Look up to search the available registry, or select Fill in manually to enter the details yourself.
5. If James shows more than one match, select the matching company.
6. Review the details. Update or complete the information that you need.
7. Select Add vendor.

For information about the details shown on a vendor record, see Vendor details.

Result

James checks whether a vendor with the same legal name or organization number already exists. If no duplicate is found, James adds the vendor and opens its vendor record.

If James finds an existing vendor, select Open existing vendor to use that record. If it is a different company, select Not the same company and review your details before adding the vendor.