---
title: "Add Counterparty In-Line"
slug: "add-counterparty-in-line-1"
updated: 2026-09-18T21:18:49Z
published: 2026-09-23T13:10:52Z
canonical: "wiki.cobblestonesoftware.com/add-counterparty-in-line-1"
---

> ## 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 Counterparty In-Line

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Add Counterparty In-Line**

*10. End Users: Vendors/Companies › Adding a Vendor/Company › Add Counterparty In-Line*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Rather than leaving a wizard to create a missing **vendor**, several record-creation flows offer an in-line + shortcut next to their **vendor**/counterparty field — confirmed on the Add Purchase Order wizard's **Vendor** field — that opens a quick add for a new company without losing progress on the record being created.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789766274337.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789766303798.png)

# 2. Key Elements

- A + shortcut sits next to the **Vendor** field on the Add Purchase Order wizard
- It opens a quick company add without leaving the in-progress record