Internal Notes:
- What is Vendor Creation?
What is the disable vendor creation feature?
By default, new vendors can be added to a domain in 4 different areas:
- The order request submission page.
- The purchase order creation on the procurement page.
- The vendor module.
- The bill creation.
By default, vendors can be added to Request & Purchase orders by selecting other as the vendor option. By disabling vendor creation, this feature will remove the other option. Therefore, Requesters and Purchasers can no longer add vendors and must select a preferred vendor already listed in their Procurify account.
For customers using Procurify's NetSuite integration, these preferred vendors are likely being synced into Procurify from NetSuite & QuickBooks Desktop.
Purchasers can still add Vendors to the domain via import within the vendor module and settings when this toggle is enabled on the domain.
What are the benefits?
- There will no longer be vendor discrepancies between Procurify and NetSuite, reducing the sync errors between systems.
- Requesters will be forced to select from the preferred vendor list, reducing the Procurement team’s time spent changing/re-selecting vendors during the PO creation stage.
- If an organization uses Auto-PO, Requesters will be forced to choose an existing Preferred Vendor reducing the number of new vendors created in the domain.
- If needed, Procurement teams and Procurify Admins can add new vendors into the domain using the Import tool, adding more control over how vendors are added to Procurify. This will likely be leveraged by non-NetSuite customers who do not have a way to sync vendors into Procurify but want more control over where and how vendors are added.
How to disable vendor creation:
- Reach out to your Procurify representative or our Procurify Support team.
- Ask for the toggle to be enabled on the domain.
- Once enabled on your domain, refresh the page containing your domain. Users can no longer create vendors from the Request or Purchaser screen.