1. Click the Add Button
First, click the Plus Sign button in the header section
2. Click Vendor
Next, from the drop-down, choose Vendor from the options.
3. Fill In the Vendor Name
Now, fill in the vendor name.
4. Fill In the Vendor Tax Information
Then, select the vendor's appropriate tax classification.
5. Fill in the Vendor Tax Identification Number
Now, fill in the vendor's tax identification number
6. Click the Upload Button
Next, click on the Upload button to add the vendors' tax identification documents, like a W-9
7. Fill in the Vendor's Business Address
Then, fill in the vendor's business address
8. 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
9. 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]