Vendor & Contact Attributes

Purchaser's flexible Custom Attributes allow you to track the exact information you need. At default there are a few required attributes including name for a vendor and an email for a contact. You can enrich your vendor network by adding attributes for location, description, and any other details that matter to your business.

Add Vendor & Contact Attributes

Add Custom Vendor & Contact Attributes to track specific details for each vendor and contact in your network. Once created, these attributes will be reflected on all your vendor profiles and contacts allowing your team to populate each record with the relevant data.

1. From the Vendor Management page or from a vendor's profile, select Manage Attributes.
2. On the Manage Attributes page, select Add.
3. Enter a name for the attribute.
4. Select a type when adding a Vendor attribute. All contact attributes will be string fields.
   • String appears as a text field.
   • File appears as an upload field.
5. Add an optional description. This text will appear as subtext for the attribute field.
6. Use the up and down arrows to reorder your attributes. The fields will appear on your vendor and contact profiles in this order.

From this page, you can manage all your custom attributes. Any changes you make like reordering or deleting will be applied to every vendor or contact in your network.

Delete Custom Attributes

Deleting a custom attribute will permanently delete the attribute and all its associated data from every vendor or contact. This action cannot be undone so double check before deletion.

1. From the Vendor Management page or any vendor's profile, select Manage Attributes.
2. Locate the attribute you wish to remove.
3. Select the trashcan icon. This will delete the attribute from all existing and future vendor and contact records.

To learn more about our vendor management capabilities, visit our other guides.

• Getting Started with Vendor Management: Learn the basics of vendor management and the benefits of adding your procurement network into Purchaser is.
• Import Vendors & Contacts: Learn how to add a vendor and how to add a contact to your vendor.
• Manage Vendor Contacts: Find out how to edit contacts, reassign contacts to different vendors, and more.

Still got questions? Contact Us or Book a Demo to learn more about how Purchaser can fit into your workflow.