Create and edit a vendor

A vendor profile stores a supplier’s or subcontractor’s name, contact details, addresses, and notes. You can view the vendor’s purchase orders and costs from their profile.

Create a vendor

1. Select Vendors > New vendor, or select Create new > Vendor.

2. Enter a Company name, First name, or Last name.

3. Add any other details you have, such as an address, email address, phone number, or tags. You can also add these later.

4. Select Create vendor.

   The new vendor’s profile opens.

If you cancel after entering details, you’re asked to confirm before they’re discarded.

Tip: Cinderblock doesn’t warn you when another vendor has the same name. Search your vendors before adding a new one.

Create a vendor from a purchase order

While you’re creating a purchase order, you can add a new vendor from the vendor selection. The vendor is saved to your vendors, and you return to the purchase order with the new vendor selected.

Edit a vendor’s name

1. Open the vendor.
2. Open the vendor’s options and select Edit vendor details.
3. Change the Company name, First name, or Last name.
4. Select Update vendor.

At least one name field must remain filled in. If you cancel with unsaved changes, you’re asked to confirm before they’re discarded.

Add email addresses and phone numbers

1. Open the vendor.
2. Select Edit next to Email or Phone number.
3. Change an existing entry, or select + New Email or + New Phone to add another.
4. Select Update.

A phone number can include a country code and an extension. An invalid email address or an incomplete phone number isn’t saved until you correct it.

On the vendor’s profile, select Show more to see additional email addresses and phone numbers.

Add an address

1. Open the vendor.
2. Select Edit next to Address.
3. Enter the address. Billing address line 1, City, and Postal Code are required. Address line 2 and State are optional.
4. Save the address.

The first address becomes the vendor’s billing address.

Add another address

1. Open the vendor.
2. Select Edit next to Address.
3. Select + New Address, enter the address, and save it.

Change the billing address

1. Open the vendor.
2. Select Edit next to Address.
3. Open the menu on the address you want to use for billing and select Make billing.

Add notes

Add notes directly on the vendor’s profile. Notes save automatically when you leave the field.

Related articles

• Find, filter, and sort vendors
• View a vendor’s purchase orders and costs
• Tag customers and vendors
• Contact details on estimates, invoices, and purchase orders