Vendors, contacts and administrators

Add a vendor contact

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to create an authenticated or non-authenticated contact under a vendor.

Audience: Purchasing staffPermission: purchase_vendors capabilityModule v1.7.9

Jump to steps

Where to goAdmin Area → Purchase → Vendors → open vendor → Contacts → New Contact

Before you start

Use an account with purchase_vendors capability and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide helps you do

Create an authenticated or non-authenticated contact under a vendor. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Admin Area → Purchase → Vendors → open vendor → Contacts → New Contact.
Select the New, Add, Create or Start action exposed on that screen.
Complete the required fields described below and review any linked record, currency, tax, approval or recipient selection.
Save or submit the form once; correct any validation message rather than bypassing it.
Go to the resulting record and verify its number, status, totals, files, activity and downstream links.

Fields and options

Vendor identityCompany/name, code, tax/VAT, phone, website, category/group, address and status as exposed by the vendor form.

Contacts and accessVendor contacts, vendor administrators, portal status, language and welcome/notification settings where applicable.

Rules and limits

Vendor actions are capability-gated; portal functions also depend on the vendor-portal setting and contact authentication.

Check it worked

The supported add a vendor contact flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.

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