Vendors

Vendors are the suppliers you buy product from — paint lines, hardware wholesalers, feed distributors, card processors, service providers, and anyone you cut a check to. This page covers creating and editing vendors, managing vendor contacts, integration setup, and deactivating.

In the POS mode, open the Vendors tab in the left sidebar.

Adding a vendor

From the Vendors list, click Add vendor in the top-right. A modal opens with the minimum fields needed to create the record — everything else (mailing address, payment banking, integration pairing, contacts) gets filled in on the vendor's detail page after creation.

Field	What it does	Required?
Name	Vendor name as it appears on purchase orders, invoices, and in the list. Must be unique.	Yes
Orders email	Where Rundoo emails POs when you send them directly from the app. Required if you plan to send orders by email — you can leave it blank for a walk-up vendor you only pay, never order from.	Optional
Phone	Primary phone on the account. Powers search and shows up in vendor references.	Optional
Internal notes	Free-text notes visible to staff only. Good for "rep is Sarah, she answers Tuesdays" or "always short-ships — count twice."	Optional

The modal has two save buttons at the bottom:

• Save creates the vendor and closes the modal. Use this when you just need the vendor to exist so you can reference them.

• Save & Edit creates the vendor and drops you on their detail page. Use this when you'll immediately go set a mailing address, pair an integration, or add contacts.

Editing vendor details

Every vendor has a detail page, reached by clicking their row in the list. The header shows the vendor name, their orders email, and an action cluster top-right with Attach file, Duplicate, and Deactivate. Below the header, the page stacks seven sections — Contacts, Vendor information, Ordering, Payment, Integrations, Assign vendor SKUs, and Vendor settings — and each section saves on its own.

Vendor information

The Vendor information section holds the identity fields: Vendor name, Pay to (the name your accounting system writes checks to — must match exactly), Phone, full mailing address (Address, Apt, suite, etc., City, State, ZIP, Country), Orders email, an Integration Vendor dropdown, and Internal notes. Edit any field, then use the section's own Save at the bottom to commit. Cancel reverts to the last saved state.

Ordering

The Ordering section controls how Rundoo emails POs to this vendor. Beyond the Orders email field, two toggles — Include PDF Order in email and Include XLXS Order in email — decide which attachments go out with the order. Save the section to apply.

Payment

The Payment section stores ACH banking info so you can pay the vendor directly from Rundoo. Click Add banking information to fill in a routing and account number.

Integrations

The Integrations section pairs this Rundoo vendor with one of Rundoo's Vendor Catalogs — the first-class catalog integrations for Benjamin Moore, Do It Best, True Value, and Orgill. The Integration Vendor dropdown is how Rundoo knows, say, that "Benjamin Moore" in your list corresponds to the Benjamin Moore price-and-availability feed. Pick the matching integration from the dropdown and save the section.

Vendor settings

The Vendor settings section holds the per-vendor knobs that don't fit elsewhere — things like tax exemption status and vendor-specific defaults. Edit the field, save the section.

Vendor contacts

Each vendor can have multiple contacts — the actual people you work with at the vendor (your rep, the shipping manager, accounts receivable). The company is the Vendor; the people are contacts underneath.

The Contacts section sits at the top of the detail page, above Vendor information. Existing contacts show as grey cards with name and email. To add another, click Add new contact at the bottom-right of the section — a modal opens with Name, Phone, Email, and Notes.

Fill in at least a Name and click Save to add the contact. To remove one, use the trash icon on the contact's card.

Deactivating a vendor

Click Deactivate in the action cluster at the top-right of the vendor's detail page to hide them from everyday use. Deactivation is a soft archive — the vendor disappears from the default list view and from vendor pickers when creating new POs, but their history stays intact for reporting and for any open orders or vouchers referencing them.

To bring them back, flip the list's Status filter to show inactive vendors, open the detail page, and click Reactivate where Deactivate used to be.

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Recommended Rundocs

• Vendor imports — bulk-creating vendors from a spreadsheet.

• Purchase orders — ordering product from the vendors you just set up.

• Benjamin Moore orders — the integration-specific flow for BM vendors.