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Add Vendors

A Vendor provides a product or service to your organization. Vendors are first created as Constituents in Argenta and then assigned as Vendors.

From the Argenta main menu on the left-hand side of the screen, choose Relationship Groups (CRM) or Products and Vendor Orders > Vendors.

Click the “Add a New Vendor” button. This will pop up the Add a New Vendor window.

 

 

Select the corresponding Constituent. If the Constituent is already in the system, click the “Look Up” button and select a Constituent by searching and selecting them. If the Constituent is not in the system, you can add them by clicking the “Add a New Constituent” button (for help see KB Article, Add a Constituent)

The Constituent ID field will display the ID for the selected Constituent, and their name will be displayed to the right of that. Make sure you have selected the Constituent you want to designate as a Vendor.

If your organization uses account ID numbers, enter it into the “Our Account Number” field. This is not a required field.

Next, select the type of vendor from the “Vendor Type” drop down list. If the Vendor type is not in the system, you can add it by clicking the “Add New” button.

All drop down lists in Argenta help to create comprehensive reports. Argenta comes loaded with predefined values for all of these drop down lists, but you can change them at any time. You can add or delete any of these values by selecting the corresponding section from the Argenta Main Menu. To update vendor types choose Vendor Types from the Products and Vendor Orders menu.

Finally, if applicable, choose the payment method from the “Standard Payment Method” drop down list. This is not a required field.

After reviewing the information entered, click the “Add This Vendor” button to finish. The window will close and you will find your new Vendor in the vendor list. Your Vendor has been added.