Vendor | Notion

Overview

The Vendor tab displays a searchable list of all registered vendors. Each vendor entry may include vendor name, company logo, contact or reference details etc.

Users can:

Search and filter vendors by name or other criteria
Add new vendor records using the + Vendor button
Edit existing vendor information
Delete outdated or incorrect vendor entries

Add a Vendor

Click on + Vendor in the top right corner of the Maintenance Vendors & Locations page to open up the Add New Vendor” form.

Add New Vendor Form.

Add Vendor User Interface

Fill in all required fields denoted with * before hitting the Save button on the bottom of the popup form. If required fields have not all been filled, a popup will inform the user of the missing field(s) and red outlines will appear on the left side of each missing field.

Upon successfully creating the Vendor, users will be prompted with a popup confirming the new Vendor has been added.

Required Fields

Denoted with *

Field	Description	Input Type
Vendor Name *	The full name of the external supplier.	Text input
Abbreviation *	A short code or acronym for the vendor.	Text input
Email *	Primary contact email for the vendor.	Text input

Optional Fields

Denoted with no markings

Field	Description	Input Type
Description	Additional information about the vendor.	Text area
Image	Upload a vendor logo or related image.	Image upload
File	Upload supporting files or documents.	File upload
Phone Number	Contact number for the vendor.	Text input
Website	Vendor's official website URL.	Text input
Address	Vendor's physical or mailing address.	Text input

Edit a Vendor

To edit a vendor:

Click on the vendor you wish to modify from the list.
In the top-right corner of the page, click the pencil icon to open the Edit Vendor form.
Make the necessary changes and click Save.

After the vendor is successfully updated, a confirmation popup will appear to notify you that the changes have been saved.

Delete Vendor

To delete a vendor:

Click on the vendor you wish to remove from the list.
In the top-right corner of the page, click the three-dot icon, then select Delete to open the confirmation popup.
Enter the vendor name to confirm, then click Delete.
Once the vendor is successfully deleted, a confirmation popup will appear to notify you of the removal.

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