Adding a New Vendor

Feature Overview

When your restaurant begins working with a new supplier — whether for food, beverages, linens, or any other supply category — you add them to your Katalyst vendor list. Once on file, the vendor can be referenced when logging invoices in the Inventory module, keeping your purchasing records organized and your cost data accurate.

Prerequisites / Requirements

• Your account must have Vendors edit permissions.

Step-by-Step Guide

1. On the Vendors page, click the + Add button in the toolbar.
2. The new vendor form opens. Fill in the vendor's details:
   • Vendor name — the company or supplier name (required)
   • Contact information — phone number, email address, and any representative name
   • Notes — any relevant details such as account numbers, ordering terms, or delivery windows
3. Click Save to add the vendor to your list.
4. The new vendor will appear in the Vendors list immediately.

Common Troubleshooting / FAQs

Q: I do not see a + Add button on the Vendors page. Adding vendors requires Vendors edit permission. If you only have Vendors view permission, you can see the list but cannot add new entries. Contact your restaurant administrator to request edit access.

Q: I added a vendor but they are not appearing in the Invoices section of Inventory. After adding a vendor, it may take a moment for the new entry to propagate to all areas of the system. Refresh the Invoices page in the Inventory section. If the vendor still does not appear after a refresh, confirm the vendor record was saved by returning to the Vendors list.