How to Create a New Vendor

There are two ways to create a vendor in Envoici:

Create a Vendor from the Vendors Menu #

1. Navigate to Expenses > Vendors from the navigation bar.
2. Click + New Vendor and fill in the required fields, including:
   • Vendor Name
   • Phone Number
   • Email
   • Tax Information
   • Billing Information
   • Payment Information
   • Address
3. Be sure to select the appropriate Currency, enter the Opening Balance, and set the Opening Balance Date.

Create a Vendor from the Purchase Voucher/Expense Screen #

1. Navigate to Expenses > Purchase Orders > New Purchase Order.
2. Click the + New Vendor button, and fill in the necessary details such as:
   • Vendor Name
   • Tax Registration Number
   • Start From Date
   • Opening Balance
   • Email
   • Phone number
   • Currency
   • Billing Address
   • Shipping Address
3. Once all details are filled in, click Save to create the new vendor.

Vendor Transaction Overview #

The vendor lifecycle dashboard displays a detailed statement of transactions, including purchases, purchase orders and payment vouchers.

Importing Vendor List #

If you have vendor data stored in another system and need to import it into Envoici, follow these steps for an easy transfer.

Steps to Import Vendor Data:

1. Navigate to Vendors: Go to Expenses > Vendors.
2. Click on Import Vendors: This option is near the + Add New Vendor button.
3. Download Sample File: Adjust your vendor data to match the sample file format. The vendor name is mandatory.
4. Upload the File: Click Browse, select the file, and press Import.
5. Check Import Status: Successful imports will be marked as “Success,” and errors can be corrected via the Correct Vendor button.

Common Reasons for Import Failures:

• Duplicate records.
• Invalid data (e.g., incorrect phone number format).
• Misplaced data (e.g., wrong columns).