Vendors and Suppliers

Adding and linking vendors

Open Vendors then New vendor and enter name and category, primary contact (name, email, phone), optional account number, payment terms, and notes. Link vendors to parts by setting the Vendor field on a part; this drives purchase-order routing. A part can have multiple vendors with one marked preferred, which Rivolq suggests first when stock dips.

Performance and service vendors

The vendor detail page tracks average lead time, on-time rate, quality rate (manual rating), and trailing 12-month spend, informing when to renegotiate or switch. For on-site service vendors, use the Work order assignee field to assign work; they appear in labor reports as an external resource with spend tracked separately.

Vendor portals

Enterprise plans support vendor portals, a limited login letting vendors see assigned work orders, update status, and upload invoices and reports. Configure under Settings then Vendor portals.

Tips

Categorize vendors to surface patterns, rate quality on receipt with a 1-5 score, and reserve the list for repeat partners. Keep contacts and terms current and always link vendors to parts so PO routing works.