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Vendor Management

Vendor & Contact Attributes

Purchaser's flexible Custom Attributes allow you to track the exact information you need. While only a name is required for a vendor and an email for a contact by default, you can add fields for location, description, and any other details that matter to your business.


Add Vendor & Contact Attributes

Add Custom Vendor & Contact Attributes to track specific details for each vendor and contact in your network. Once created, these attributes will be reflected on all your vendor profiles and contacts.

  1. From the Vendor Management page or from a vendor's profile, select Manage Attributes.
  2. On the Manage Attributes page, select Add.
  3. Enter a name for the attribute.
  4. Select a type for Vendor attributes. All contact attributes will be string fields.
    • String appears as a text field.
    • File appears as an upload field.
  5. Add an optional description. This text will appear as subtext for the attribute field.
  6. Use the up and down arrows to reorder your attributes. The fields will appear on your vendor and profiles in this order.

From this page, you can manage all your custom attributes. Any changes you make—like reordering or deleting—will be applied to every vendor or contact in your network.


Delete Custom Attributes

Deleting a custom attribute will permanently delete the attribute and all its associated data from every vendor or contact. This action cannot be undone so double check before deletion.

  1. From the Vendor Management page or any vendor's profile, select Manage Attributes.
  2. Locate the attribute you wish to remove.
  3. Select the trashcan icon.

To learn more about our vendor management capabilities, visit our other guides.

Still got questions? Contact Us or Book a Demo to learn more about how Purchaser can fit into your workflow.