WEBVTT

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Create an accounting vendor in Pixie CRM Open
Vendors from the Accounting

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menu then choose New Vendor A vendor identifies a
supplier for accounting

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workflows This example creates a fictional
supplier record without

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entering a bill or making a payment

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Enter a clear vendor code and the company name
Hawthorn Office Supplies

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marked as Training Keep each supplier identity
consistent with your

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internal records Leave the opening balance and
VAT number empty

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for this demonstration

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Enter the demonstration phone number and select
GBP as the vendor

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currency This stores the supplier preference it
does not connect

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a bank account or trigger a transaction Leave the
website empty

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and keep the language at the system default

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Complete the fictional supplier address twenty-
four Willow Lane

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York North Yorkshire and the postcode shown
Select United Kingdom

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Review address details against the supplier
information before saving

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a real record The billing and shipping tab
provides separate address

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fields when needed

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Choose Save and confirm Hawthorn Office Supplies
in the vendor list

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The record retains the company identity and
contact details This

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creates a supplier profile only no purchase order
supplier bill

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payment or customer message is created

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Open the saved vendor name Verify the retained
code company phone

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number GBP currency and address Review these
details whenever supplier

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information changes The vendor is ready for later
accounting setup

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with no payment instruction or opening balance
entered in this tutorial