---
updatedAt: 2026-04-07T20:23:25.000Z
agentTools:
projectIndex: https://docs.pelcro.com/v2.4/llms.txt
---
# Vendors (Carriers)
This guide explains how to use the Vendors module in Pelcro to create, manage, and maintain vendor records for accounts payable workflows. It covers how to configure vendor profiles, track bills, and organize delivery routing to ensure accurate and efficient operations.
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.
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## Where to Find Vendors
Navigate to:
**Payables → Vendors**
This section is available **only to admin users**.
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## 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.
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## 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)
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## Creating a vendor
To create a vendor record that you can use in bill creation:
1. Go to **Accounts Payable → Vendors**.
2. Click **Create Vendor**.
3. Enter the vendor’s core details.
### Optional: Add financial information
Add **Financial Information** if you want to store payout details for the vendor:
* Account holder name
* Bank name
* Routing / transit number
* Account number
* Account type (**Checking** or **Savings**)
* Currency
* Country
4. Click **Save**.
## Configure vendor routes
When creating or editing a vendor, you can define how deliveries are assigned and routed using delivery zone prompts and delivery sequencing.
### Delivery Zone Prompt
The **Delivery Zone Prompt** defines the vendor’s delivery coverage and is used to automatically assign vendors to shipping addresses.
#### Steps
1. Open the vendor record
2. Add a **Delivery Zone Prompt**
3. Describe the vendor’s service area using standard mailing formats such as:
* ZIP code ranges (e.g., `04401–04412`)
* Street address ranges (e.g., `Main St 100–399`)
* City or county names (e.g., `Bangor`, `Penobscot County`)
4. Click **Save**
### How it works
When shipping addresses are **created or updated**, Pelcro automatically evaluates them against vendor delivery zone prompts and assigns the matching **vendor**.
* Specific rules (e.g., street ranges) take priority over general ones (e.g., city-level coverage)
* If no clear match is found, the address will remain unassigned
* You can manually override the assigned vendor at any time
### Examples
* Covers ZIP code ranges from `04401` to `04412`
* Delivers to Main Street addresses from `100` to `399` in Bangor
* Covers all addresses in Penobscot County
* Delivers to Bangor and nearby ZIP codes from `04401` to `04412`
Once a vendor is assigned to an address, you can control the order in which deliveries are performed using the Driver Delivery Sequence.
## Configure Delivery Sequence
The Driver Delivery Sequence defines the order in which deliveries are performed for a driver within a route.
This value is set at the **address level** when creating or editing a **Shipping address**, and is used during vendor routing and fulfillment.
* Lower numbers are delivered first
* Higher numbers are delivered later
* If no sequence is provided, delivery order may be determined automatically
This value is included in fulfillment exports and helps preserve delivery route sequencing.
For instructions on how to set this value, see Creating an Address.
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## 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.
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## Deleting a vendor
Admins may delete vendors when appropriate.
> Note: Deletion behavior may be restricted if the vendor is already associated with existing bills.
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## Vendor ACH / NACHA Export (Beta)
The **Vendor ACH (NACHA) Export** allows you to generate a payment file used by banks to process **bulk vendor payouts via ACH**.
This file follows the **NACHA standard format**, which is required for secure and compliant electronic payments between financial institutions.
### How It Works
1. Navigate to **Accounts Payable → Vendors**
2. Click **Export Payment Batch**
3. Pelcro will:
* Identify vendors eligible for payout (negative balance + ACH enabled)
* Calculate payable amounts per vendor
* Generate a **payment batch**
4. A **NACHA file** is generated containing:
* Vendor banking details
* Payment amounts
* Internal reference IDs
5. Download the file and upload it to your bank to process payments
> Vendors without valid ACH details are automatically excluded from the export.
### Requirements
To generate ACH / NACHA exports, you must configure:
#### 1. Vendor ACH Details
Each vendor must have valid banking information:
* Account number (securely stored)
* Routing number
* Account type
* Authorization status
#### 2. Your ACH Configuration (Required)
You must configure your **company’s ACH originator details** before exporting.
👉 Go to: **Settings → ACH Configuration**
This includes:
* Company name
* Bank routing number
* Bank name
* Federal Tax ID (EIN)
* Entry description (e.g., “VENDOR PAY”)
Without this configuration, **NACHA exports cannot be generated**.
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## 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
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## What’s next
After you create vendors, you can use them to create and manage bills in **Accounts Payable → Bills**.
### Related guide
* [Bills](https://docs.pelcro.com/docs/bills) — Create bills, add line items, generate PDFs, and manage bill statuses.
# Sibling pages
* [Bills](https://docs.pelcro.com/v2.4/docs/bills.md)