Managing Vendors

Vendors (also called suppliers) are the companies you buy from. The Vendors page is where you add them, fill in the details your team needs for ordering and receiving, and keep those records up to date over time.

How to Get There

Go to Buy > Vendors in the sidebar.

Add Vendors

One at a Time

Click the New Vendor button.
Fill in the details you have:
- Vendor Name (required)
- Vendor Type if you want to classify the supplier
- Email, phone, website, and address
- Ordering method, fulfillment, and lead time
- Notes for anything you want to remember
Click Create.

You can also check Create more to keep the form open while you add several vendors in a row.

In Bulk

Click the Bulk upload icon (next to New Vendor) to open a spreadsheet-style grid where you can add many vendors at once. You have three ways to fill it in:

Type or paste directly into the grid.
Upload a CSV — click Upload CSV, download the template, fill it in, and upload it back. The template's header row must stay exactly as provided.
Open in Google Sheets — creates a pre-formatted "Peasy Vendor Import Template" sheet in your connected Google account. If Google Sheets isn't connected yet, the button starts the connection flow and brings you right back to the template.

Only Vendor Name is required. Duplicate names are caught both within the grid and against your existing vendors before submit. Your in-progress draft is saved in the browser, so you can close the modal and come back without losing what you typed.

From Item Setup

Vendors can also be created inline while you add items. If you typed a new vendor name during item setup, it already exists here and just needs more details filled in.

Configure Vendors

Once your vendors are in Peasy, fill in the details your team needs when it is time to order.

What You Can Configure

The Vendors page shows one row per vendor. Many fields are editable right in the table. The most important ones are:

Vendor Name — The supplier's name
Vendor Type — A simple category for the supplier, such as Supplier, Co-Manufacturer, 3PL, or Logistics
Customer ID — Your account number with this vendor
Email — Where purchase orders get sent; supports multiple emails separated by commas
Phone — Vendor's phone number
Website — Their website or online ordering portal
Lead Time (Days) — How long orders usually take to arrive
Order Min ($) — Their minimum order amount
Terms — Payment terms such as Net 30
Ordering Method — Email, Phone Call, Text Message, Shop in Store, or Online
Fulfillment — Delivery, Will Call, or In-Store
Address — Street, city, state, and ZIP

Edit in the Table

Click any editable cell in the table.
Type the new value and press Enter or click away.
For Vendor Type, Ordering Method, and Fulfillment, select the right option from the dropdown.
For Address, use the address editor to fill in the structured fields.

Changes save automatically.

Edit on the Vendor Detail Page

Click a vendor's name to open the detail page.
Review the sections for Basic Information, Address, and Notes.
Update any field you need.

Text fields autosave after you stop typing, and dropdowns save immediately.

Which Fields Matter Most

At a minimum, fill in:

Email — Required if you want to send purchase orders from Peasy
Ordering Method — Helps your team know how to place orders
Fulfillment — Shows whether the order will be delivered or picked up
Vendor Type — Helps sort and filter suppliers by how they fit into your purchasing process

These are also useful:

Lead Time — Helps set expectations for when orders should arrive
Order Min — Reminds you of the vendor's minimum order amount
Website — Gives your team a quick link to online ordering

Manage Vendors

The Vendors page is also the long-term record for your suppliers.

Edit Vendor Details

Click on any field in the vendor table to update it. You can change names, contact details, payment terms, and operational details anytime.

Filter by Vendor Details

Click Filter on the Vendors page to narrow the table by Ordering Method, Fulfillment, or Vendor Type. Use this when you only want to see a certain kind of supplier, such as co-manufacturers or logistics partners.

Link Items to Vendors

When you create a buy item, you can assign it to a vendor. This tells Peasy who supplies that item, which helps when creating purchase orders because Peasy groups items by vendor automatically.

QuickBooks Sync

If you've connected QuickBooks, you can sync your vendors:

A Sync to QuickBooks button appears when QuickBooks is connected
Select vendors and sync them to keep both systems in alignment
See Connecting QuickBooks for setup details

Make a Vendor Inactive

If you stop working with a vendor:

Select the vendor using the checkboxes.
Use the bulk action to deactivate them.

Inactive vendors no longer appear in dropdowns for new items or purchase orders, but their history stays intact. You can reactivate them later.

Good to Know

Vendor names must be unique.
Vendor Type is a vendor-level label. It does not change item types, buy variants, pricing, inventory, or purchase order grouping.
Each buy item can be assigned to one vendor. If you buy the same product from multiple vendors, create separate items for each source.
Multiple emails on a vendor — The Email field accepts more than one address; separate them with commas (e.g. [email protected], [email protected]). Every address listed receives the PO email and PDF, which is useful when ops, accounting, and a sales rep all need to see the order. To copy someone on every PO across all vendors, use Configure > Business > Purchase orders CC instead — see Business Settings.
Payment Terms and Customer ID can only be edited in the table, not on the detail page.
Notes can only be edited on the detail page, not in the table.
The vendor table shows how many items are linked to each vendor, giving you a quick sense of how much you rely on each supplier.

Add Your Items — Add items and create vendors inline during setup
Managing Buy Items — The items you buy from vendors
Creating Purchase Orders — Ordering from vendors
Buying Overview — How the Buy section works