Who this guide is for Purchasing and accounts payable staff maintaining supplier information.
Before you start Have the approved supplier legal name, contact information, address, tax details, payment terms, currency, and any supplier onboarding approval.
Steps 1. Open the supplier or vendor directory and search by legal name and tax identifier before creating a record. 2. Create a new supplier only when no matching approved record exists, or open the existing record to make a permitted update. 3. Enter the legal name, contact details, addresses, payment terms, currency, tax, and purchasing information carefully. 4. Attach required onboarding documents and complete the verification or approval path used by your organization. 5. Save the record and confirm it can be selected for the intended purchasing or accounts payable work.
Check your work The supplier is unique, complete, approved where required, and linked to the correct payment and tax treatment.
When to stop and ask for help Stop if bank details, tax information, or legal ownership changes cannot be independently verified.