Vendors

Keep an address book of the suppliers you buy stock from, so you can pick them on purchase orders and track who you sourced from.

Keep an address book of the suppliers you buy stock from, so you can pick them on purchase orders and track who you sourced from.

Where to find it: Open Vendors in AIM — you will be asked to sign in first.

What you can do here

• Add a supplier with their contact person, email, phone, and address
• Record payment terms (like Net 30 or COD) so you remember how you pay them
• Edit a supplier’s details or mark old ones inactive instead of deleting
• See the change history for any supplier

Buttons, fields, and controls

Control	Where	What it does	When to use it
Add Vendor	Page actions	Opens the form for a new supplier record.	Use it before creating purchase orders for a supplier not yet in AIM.
Search	Filters	Finds vendors by name, contact, email, or related details.	Use it when editing one supplier or checking sourcing history.
Status	Filters and vendor form	Filters vendors or marks a vendor active/inactive.	Use it to hide suppliers you no longer buy from while preserving history.
Edit	Vendor row actions	Opens an existing vendor for changes.	Use it when contact info, payment terms, or address changes.
Create Vendor / Update Vendor	Vendor form	Saves the vendor record.	Use it after confirming required contact details and any payment terms.

How to: Add a new vendor

1. Click “Add Vendor”.
2. Enter the vendor name, a contact person, and an email (these three are required).
3. Fill in phone, address, and payment terms if you have them.
4. Click “Create Vendor” to save.

Add “Sole Supplier Co.” with contact “Maria Lopez”, email [e-mail], and payment terms “Net 30” — now you can choose them when you create a purchase order.

How to: Find and edit a vendor

1. Type a name, email, or contact in the Search box and press Enter.
2. Click the pencil icon on the vendor’s row.
3. Update any details and click “Update Vendor”.

Your supplier changed their phone number — search “Sole Supplier”, click the pencil, update the phone, and save.

Good to know

• Required fields are vendor name, contact person, and a valid email — the rest is optional.
• Use the Status filter to switch between active suppliers only and all suppliers.
• Prefer marking a supplier inactive over deleting if they have past purchase orders — that keeps your sourcing history intact.

Where to go next

• Purchase Orders (stock coming in)