---
title: Add and Manage Vendors
description: Add and manage your vendors — order contacts, payment terms, and pricing rules — so purchase orders go to the right supplier with the right terms.
---

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1. [MetaFleet Answer Hub](https://support.metafleet.ai/?hsLang=en)
2. [Parts, Inventory & Vendors](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en)
3. [Vendors & Manufacturers](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#vendors-manufacturers)

# Add and Manage Vendors

## Add a vendor, set its contact, lead time, order method, and payment terms, then attach it to a part as the preferred supplier.

**For:** Admins and service managers who buy parts · **Permission:** Manage Parts · **Time:** About 3 minutes

### Quick summary

1. Go to **Parts & Inventory → Vendors**.
2. Click **+ New vendor**.
3. Enter the **Vendor name**, then the contact, average lead time, order method, and payment terms.
4. *(Optional)* Set a pricing rule: a flat discount or a flat markup.
5. Click **Create vendor**.

### Before you start

- **You'll need:** The **Manage Parts** permission to add or change vendors.
- **Manufacturer vs vendor:** A **manufacturer** makes the part. A **vendor** sells it to you. Each part has one manufacturer and an optional **preferred vendor**. To add manufacturers, see [Add and Update Manufacturers](https://support.metafleet.ai/add-and-update-manufacturers?hsLang=en).

### Open Vendors

Go to **Parts & Inventory → Vendors**. The page has a search box, the **Active** and **Inactive** tabs, and the vendor list. Use the search box to find a vendor by name or contact.

![Vendors page toolbar with Export CSV, Refresh, and + New vendor, the search box, and the Active and Inactive tabs](https://support.metafleet.ai/hs-fs/hubfs/knowledge-base/oct-2026/add-and-manage-vendors-01-vendors-list.png?width=976&height=231&name=add-and-manage-vendors-01-vendors-list.png)

### Click **+ New vendor**

The **Add Vendor** window opens. It has three groups, **Identity**, **Contact**, and **Sourcing**, and a **Pricing rule** section at the bottom.

![Add Vendor window with Identity, Contact, and Sourcing groups, the On account checkbox, and the Create vendor button](https://support.metafleet.ai/hs-fs/hubfs/knowledge-base/oct-2026/add-and-manage-vendors-02-add-vendor-form.png?width=724&height=744&name=add-and-manage-vendors-02-add-vendor-form.png)

### Fill in the vendor details

1. **Vendor name** (required). Enter the name your team will search for. It can be up to 200 characters.
2. **Notes** (optional). Add a description, location, or anything your team needs to know.
3. **Contact name**, **Email**, and **Phone** (optional). Enter the phone number with the country code, for example `+1 6195550142`.
4. **On account** (optional). Turn on **On account — vendor bills us later (A/P terms)** if this vendor sends you a bill after delivery.
5. **Average lead time (days)**. Enter the number of days this vendor usually takes.
6. **Order via**. Select one or more of **Phone**, **Walk-in**, **Web portal**, or **Field rep**.
7. **Payment terms**. Select **None**, **COD**, **Net**, or **Pre-pay**. For **Net**, enter the number of days in the **Net days** field.
8. **Pricing rule** (optional). Choose **Flat % discount** or **Flat % markup**, then enter the **Percentage**. Leave **Type** set to **None** if you don't need a rule.

> **On account changes the receiving screen.** With this box on, the receiving screen's billing choice defaults to **Vendor will bill us** for this vendor.

### Click **Create vendor**

The vendor is saved and appears in the list on the **Active** tab. The row shows the lead time, order methods, payment terms, pricing rule, and status.

![Harbor Ridge Fleet Supply vendor row: 3 days lead time, Web portal, Net-15, 5% discount, Active badge](https://support.metafleet.ai/hs-fs/hubfs/knowledge-base/oct-2026/add-and-manage-vendors-03-vendor-row.png?width=961&height=190&name=add-and-manage-vendors-03-vendor-row.png)

### Attach the vendor to a part

A part gets its vendor from the part record, not from the vendor record.

1. Go to **Parts & Inventory → Parts** and open the part. To add a part first, see [Add New Parts to Your Inventory](https://support.metafleet.ai/add-new-parts-to-your-inventory?hsLang=en).
2. Click **Edit**.
3. In the **Vendor & Sourcing** section, open **Preferred vendor** and choose the vendor.
4. *(Optional)* Enter the vendor's part number, or a lead time in business days for this part only.
5. Save the part.

The Parts list shows a colored lead-time chip for each part. If you enter a lead time on the part, the chip uses that number. Otherwise, it uses the vendor's average lead time.

### Edit a vendor

Click the **⋮** menu at the end of the vendor's row, then click **Edit**. Change the fields you need, then click **Save changes**.

![Edit Vendor window with the vendor name, notes, contact, lead time, and Web portal selected, and the Save changes button](https://support.metafleet.ai/hs-fs/hubfs/knowledge-base/oct-2026/add-and-manage-vendors-04-edit-vendor-form.png?width=724&height=744&name=add-and-manage-vendors-04-edit-vendor-form.png)

> **Vendors from QuickBooks need a permission.** If your shop connected QuickBooks, vendors that came from it show a QuickBooks badge. Only users with **Manage account settings** see the **⋮** menu on them. Everyone else sees a dash (—). Hover over the dash to read the tooltip: "Came from QuickBooks. An account administrator can edit it here." To see how vendors map to QuickBooks, see [How Vendors, Bills and Purchase Orders Map to QuickBooks](https://support.metafleet.ai/quickbooks-vendors-bills-reference?hsLang=en).

### Deactivate or reactivate a vendor

Deactivate a vendor you no longer buy from. Click the **⋮** menu on its row, then click **Deactivate**. It takes effect right away. There is no confirmation step.

The vendor moves to the **Inactive** tab. It no longer appears in a part's **Preferred vendor** list, but parts that already use it keep it.

To bring it back, open the **Inactive** tab, click the **⋮** menu on the vendor's row, then click **Activate**.

> **There is no delete for vendors.** Deactivating a vendor keeps its record, so use it for any vendor you stop using.

### Troubleshooting

| Symptom | Likely cause | Fix |
| --- | --- | --- |
| The form won't save and asks for a vendor name | **Vendor name** is empty | Enter a vendor name. It's the only required field. |
| **Order via** shows a dash (—) on the list | No order method is selected | Edit the vendor and select at least one of **Phone**, **Walk-in**, **Web portal**, or **Field rep**. |
| **Net** is selected, but the save fails | **Net days** is empty | Enter the number of days in **Net days**. |
| The pricing rule shows no discount or markup | **Type** is still **None** | Choose **Flat % discount** or **Flat % markup**, then enter the **Percentage**. |
| No **⋮** menu on a vendor's row | The vendor came from QuickBooks, and you don't have **Manage account settings** | Ask an admin to make the change. |
| A vendor isn't in a part's **Preferred vendor** list | The vendor is on the **Inactive** tab | Open the **Inactive** tab, click **⋮** on the vendor's row, then click **Activate**. |
| A part's lead time doesn't match the vendor's | The part has its own lead time in **Vendor & Sourcing** | Open the part, click **Edit**, and clear the **Lead time** field in **Vendor & Sourcing** to use the vendor's average. |

### FAQs

**Can a part have more than one vendor?**  
Each part has one **preferred vendor**. You can change it any time from the part's **Edit** view, in the **Vendor & Sourcing** section.

**What does the pricing rule do?**  
It records the standing discount or markup you get from that vendor, so your cost comparisons stay accurate.

**Do I have to fill in everything?**  
No. **Vendor name** is the only required field. Add the contact, lead time, and terms as you have them.

**Can I delete a vendor?**  
Not from the app. Click **Deactivate** instead. The vendor moves to the **Inactive** tab.

### Related articles

- [Add and Update Manufacturers](https://support.metafleet.ai/add-and-update-manufacturers?hsLang=en)
- [Add New Parts to Your Inventory](https://support.metafleet.ai/add-new-parts-to-your-inventory?hsLang=en)
- [Manage Purchase Orders](https://support.metafleet.ai/manage-purchase-orders?hsLang=en)
- [Parts Pricing and Markup](https://support.metafleet.ai/parts-pricing-and-markup?hsLang=en)

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