Vendor Documents

The lightweight vendor management features in Purchaser help you centralize important information about vendors. You can store structured data on vendor records using attributes, but you can also store information more generally using documents.
Attach documents and files to a vendor record to keep track of things like, vendor capabilities, product sheets, contract agreements, POs, and W9s, for example.

Centralizing this information on a vendor record means your team can easily access and keep track of critical details that keep your sourcing process running efficiently.

Attach a Document to a Vendor Record

1. Navigate to Vendor Management > Vendors
2. Select a Vendor
3. Go to the Documents tab
4. Click Upload and select your files to add to the vendor record.
5. After uploading documents, they appear in a table on the Documents tab. Click a document to open and view it.

*Note that documents can only be added to vendor records, not contact records.