NetSuite Tutorial | How to add a vendor on NetSuite

NetSuite Training Summary

In this tutorial, Jared will walk you through the process of creating a new vendor, or supplier as some might call it, in NetSuite. We’ll start by navigating to the ‘Vendors’ section under ‘Lists’ and selecting ‘New.’

He’ll guide you through choosing a subsidiary for your vendor, in my example, Honeycomb Holdings, and then we’ll dive into adding essential details like the company name, contact information, and key contacts such as the CFO. I’ll also show you how to manage important documents, financial details, and set up electronic payments.

By the end of this tutorial, you’ll be equipped to add vendors efficiently, ensuring all critical information is captured and saved correctly. Let’s get started and enhance your NetSuite management skills!

Learn how to:

– Navigate to “Lists” in NetSuite.
– Click on “Relationships” and select “Vendors.”
– Choose the appropriate subsidiary for the vendor.
– Enter company name and additional details such as phone numbers, email addresses, and comments.
– Add key contacts with their respective job titles and contact information.
– Optional: Track phone calls, tasks, events, user notes, and upload files or documents.
– Provide default addresses and specific financial information like account mappings.
– Set purchase order tolerances for quantities and amounts.
– Input bank payment details for electronic fund transfer (EFT) payments.
– Utilize workflows and automations to manage actions and events.
– Check warnings and labels for any potential issues.
– Once all information is entered, save the vendor profile.