---
title: "Add a Vendor/Company"
slug: "add-a-vendorcompany"
updated: 2024-01-29T14:33:04Z
published: 2024-01-29T14:33:04Z
canonical: "wiki.cobblestonesoftware.com/add-a-vendorcompany"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a Vendor/Company

### **Add a Vendor/Company**

**Adding a Vendor/Company**

In order to add a company/vendor to Contract Insight, please note that you must have the appropriate permissions.

**To Add a Company** 1. Navigate to **Companies** > **Add Company**. Note: An alternative method of adding a new vendor/company record is to go to navigate to **Companies** > **Company List**. On the **Vendor & Customer List** screen, click **Add Company** on the side menu. ![Add Company on Side Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Add%20new%20company.png)

2. The **Add Company** screen displays. ![Add Company Form](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Save%20&%20Continue.png)

3. Complete the **Add Company** form. Be sure to enter all necessary information and required fields (marked with a red asterisk) and click **Continue**.

**Note:** The **Active** drop-down field on the **Add Company** and **Company Details** screens denotes whether or not a Vendor/Customer is shown in the drop down list on the **Contract Add** screen.

4. The new **Vendor/Company's Company Details** screen displays. ![Company Details](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Company%20Details.png)

You are also able to add a company record from a file on any screen with the grey Drag and Drop box in the side menu by dragging and dropping a file onto the page.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Drop%20Files%20Here.png)

Then you will be prompted to choose what kind of record you want to create. For a vendor/customer you will want to click the Vendor/Customer button.

![Drag and Drop File to Add](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6(8).png)

Afterwards you have the ability to review the file and can fill out all metadata for the record.