How to manage vendors in Peakflo

Using Peakflo, there are many ways you can manage vendors: 

• Add a new vendor
• Edit vendor information

Add a new vendor

1. Go to the Vendors section
2. Click on Add New
3. Make sure to fill out the information for the vendor as detailed as possible, such as their info, address, and bank details. 
   
   NOTE: When you assign a Chart of Accounts to a vendor, Peakflo will automatically pre-select the CoA for each line item when you're creating a bill. 
   
   
4. Double-check and click Save.

Edit vendor information

1. Click on the pencil icon in the column of the vendor you'd like to edit.
   
2. Then edit the information you'd like to change or update.
3. Double-check and click Save. 

FAQ

Why do you need to fill out vendor information? 

Think of Peakflo as your vendor management platform. By making sure that your vendor contacts have the right details, you can cut the time for creating a purchase quote or a bill. 

This is because Peakflo will help pre-fill the information in the purchase quote or the bill based on the vendor details you've added. Some examples include the workflow and the CoA assigned to the vendor as well as their payment information.