Who should read this: FBO managers, procurement staff, and operations coordinators responsible for maintaining supplier relationships and ordering inventory.Prerequisites: No additional setup is required. The vendor directory is available as soon as the FBO module is enabled.
The FBO module must be enabled for your workspace. Contact your workspace administrator if you do
not see the FBO section in the sidebar.
Add a Vendor
Edit a Vendor
Open the vendor directory, click the vendor you want to update, and modify any fields. Click Save to apply the changes. Updates to vendor details do not affect existing purchase orders — those retain the information captured at the time the PO was created.Deactivate a Vendor
If you stop working with a vendor, deactivate them rather than deleting the record:Deactivating a vendor does not affect existing purchase orders. Any open POs linked to the vendor
continue through their normal lifecycle. Only new PO creation is affected.
Reactivate a Vendor
To bring a deactivated vendor back into use, open their record, set the status to Active, and save. The vendor reappears in the purchase order vendor dropdown immediately.Review Vendor History
To see all purchase orders associated with a vendor, open the vendor record and review the linked POs. This history helps you evaluate vendor performance, track spending patterns, and identify your most-used suppliers.Related
Manage FBO Purchase Orders
Create and track purchase orders sent to your vendors.
Use the FBO Point of Sale
Manage the products that vendors supply for POS sales.
FBO Statuses
Vendor statuses and purchase order lifecycle states.
Handle FBO Billing
Manage invoices and financial transactions with vendors.