Adding a New Vendor via the "Purchase Requisition/PO Form"

Please note that the Vendor Module with Workflow should be turned on to access this feature. 

Accrualify allows Purchase Requisitioners to request a new vendor be added to the Company's Master vendor listing. The New Vendor will go into "Pending" status and Workflow must be turned on in order for approval of that vendor and status updated to "Active" and synchronized to your ERP. Please refer to the workflow section. 

Step 1 - A requisitioner requests a PO if the vendor is a new vendor that does not show on the search string of the vendor listing then the requestor should click the "Add Vendor" button:

The "Add Vendor" button will then require additional information that the requestor must include in order to add that vendor as a "PENDING" vendor. This data will be displayed to the Admin and approvers on the "new vendor workflow" 

 

Once all of required data is loaded the PO will be submitted and the Vendor will go Pending and Trigger workflow. If workflow is not turned on the vendor will stay in "PENDING" status and only an admin can change the status of that vendor to "ACTIVE" which will trigger a Synchronization event to your ERP to add the vendor.