Vendors are the suppliers the vessel deals with. The list exists so that expenses and quotes can point at a consistent record rather than a retyped name, which is what makes the vendor filter on the expense list and the vendor column on quotes reliable.
Open Finance → Vendors. The list shows Name, Description and Website, and the search box matches against all three. A valid web address is shown as a link that opens in a new tab.
Adding and editing
Add vendor opens a modal with three fields:
- Name (required)
- Description
- Website
Add vendor and the Edit action need the Vendors → Edit permission. Clicking a row opens the vendor with its history log; without Vendors → Edit the fields are read-only and there is no Save button.
Deleting
Delete needs Vendors → Delete. A vendor that is already referenced cannot be deleted: the action is greyed out and says whether the vendor is linked to expenses or linked to quotes. Clear those references first — change or remove the expenses and quotes that point at it — and the vendor can then be deleted.
Where vendors appear
Once a vendor exists it can be picked in:
- The Vendor field when recording or editing an expense.
- The VENDOR filter on Finance → Expenses.
- The Vendor field on a quote. When a quote document is read by AI, a vendor name that matches one of yours is selected automatically.
Both fields are optional, so an expense or quote can be recorded without naming a vendor.