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Create and Edit Vendors

Create and edit vendors in Logiwa IO from the Vendors screen or while creating a purchase order, the vendor form fields, and the vendor rules and limits.

Overview

A vendor is the supplier that sends the products on a purchase order (PO). Every PO has exactly one vendor, and each vendor belongs to one client. Receivers can search POs by vendor on the mobile app.

When to use it

  • You are creating a PO for a supplier that isn’t in Logiwa IO yet.

  • A vendor’s name, address or phone number has changed.

Prerequisites

  • The client the vendor supplies already exists.


Create a vendor

You can create a vendor on the Vendors screen or while creating a PO.

On the Vendors screen

  1. Go to Settings > Master Data > Vendors.

  2. Click Create Vendor.

  3. Select the Client and fill in the form. See the field table below.

  4. Click Save.

While creating a PO

  1. On the Vendor step of the PO, click Add New Vendor. See Create a Purchase Order.

  2. Fill in the form, including the Client, and click Save.

  3. Select the vendor by checking the box next to its Vendor Display Name.

Vendor form fields

Field

What it’s for

Example

Client (required)

The client the vendor belongs to

Acme Retail

Display name (required)

The name shown on POs and in vendor lists. Up to 100 characters

Global Supply

Vendor name (required)

The vendor’s company name. Up to 255 characters

Global Supply Co. Ltd.

Use shipment address as billing address

On by default. Turn it off to enter a separate billing address with the same fields

—

Address name

A name for the address. Up to 50 characters

Main warehouse

Address line 1, Address line 2

Street address. Up to 256 characters each

4217 Maplewood Drive

Postal Code, City

Postal code and city

62704, Springfield

Phone Number

The vendor’s phone number

+1 217 555 0142

Country (required), State (required)

Country and state of the address

United States of America, Illinois

⚠️ Two vendors can’t have the same name. Logiwa IO doesn’t create the second one.


Edit a vendor

  • On the Vendors screen (Settings > Master Data > Vendors): open the vendor, change the fields and save.

  • On a PO: on the Vendor step, click Edit next to the vendor’s name. The same form opens.

💡 The vendor of a PO can be changed only while the PO is Pending. See Edit a Purchase Order.


Vendors in Excel imports

In a PO import file, Vendor Company Name and Vendor Company Display Name match the vendor’s Vendor name and Display name.

  • For an existing vendor, leave the vendor address columns blank.

  • For a new vendor name, a new vendor is created from the address columns, so fill them in. A row with a new vendor and no address fails.


Limits

Limit

Value

Example

Vendors per client

20,000

—

Vendors Excel export

100,000 rows

—


Common questions

Is a vendor required on a PO? Yes. A PO can’t be confirmed without a vendor, and it can have only one.

Can I delete or deactivate a vendor? No. Vendors can’t be deleted or deactivated. Edit the vendor if its details change.

Can receivers find a PO by vendor on mobile? Yes. On the mobile Receiving screen, choose Search & Select PO and search by vendor. See Receiving by Purchase Order (Mobile).

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