Vendors

The Vendors section is part of Pelcro’s Accounts Payable (AP) – Beta functionality. It allows admin users to centrally manage vendor records that are used for creating and tracking bills within the platform.

This guide covers how to access, create, and manage vendors.

Where to Find Vendors

Navigate to:

Payables → Vendors

This section is available only to admin users.

Overview

The Vendors module allows you to:

Maintain a centralized list of all vendors
Create and update vendor profiles used in bill creation
Search, filter, and sort vendors for faster access
Ensure consistent vendor data across AP workflows

Vendor records serve as the foundation for bill creation in the AP system.

Vendors List View

The Vendors list provides:

A table view of all vendors
Search by vendor name or email
Sorting and filtering options for easier navigation

From this view, admins can:

View vendor details
Edit existing vendors
Delete vendors (if not restricted by usage)

Creating a Vendor

To create a new vendor:

Go to Accounts Payable → Vendors
Click Create Vendor
Fill in the vendor details
Save the vendor

Editing a Vendor

Admins can update vendor information at any time:

Open the vendor from the list view
Edit supported fields
Save changes

All updates are reflected immediately and apply to future bill creation.

Deleting a Vendor

Admins may delete vendors when appropriate.

Note: Deletion behavior may be restricted if the vendor is already associated with existing bills.

Beta Limitations

The Vendors module is currently in Beta and includes the following limitations:

No vendor self-serve access
No public OpenAPI or SDK exposure
No accounting system integrations
No tax or multi-currency support

What’s Next

Once vendors are created, you can use them to create and manage bills in the Accounts Payable → Bills section.

The Bills guide will cover:

Creating bills
Adding line items
Generating PDFs
Managing bill statuses