1. Introduction
I will walk you through each step so you can complete the process with ease.
2. Click the "Add" Button
First, click the "Plus Sign" button in the header section
3. Click "Vendor"
Next, from the drop-down, choose "Vendor" from the options.
4. Fill In the Vendor Name
Now, fill in the vendor name.
5. Fill In the Vendor Tax Information
Then, select the vendor's appropriate tax classification.
6. Fill in the Vendor Tax Identification Number
Now, fill in the vendor's tax identification number
7. Click the "Upload" Button
Next, click on the "Upload" Button to add the vendors' tax identification documents, like a W-9
8. Fill in the Vendors Business Address
Then, fill in the vendor's business address
9. Click "Copy From Business"
Once complete, click on the "Copy From Business" button, If the vendor's mailing address is the same as their business address
10. Click "Submit"
When you are ready, finalize adding a new vendor by clicking "Submit".
That’s it! You have successfully added a new vendor in GreenSlate. If you have any questions or need more help, please visit our Help Center, chat with our support team, or reach out via email to [email protected]