---
title: "Add Counterparty In-Line"
slug: "add-counterparty-in-line"
updated: 2024-01-29T14:33:43Z
published: 2024-01-29T14:33:43Z
canonical: "wiki.cobblestonesoftware.com/add-counterparty-in-line"
---

> ## 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

### **Add Counterparty In-Line**

**Master Reference Data Management: Vendor/Client**

Users who have been granted the permissions to add counterparty/vendor/customer/client records can also add the data in-line when entering a new record such as a contract.

**To Add a Counterparty**

1. On the add screen for the record in question, click the applicable blue + ( ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/add-counterparty-in-line-image-oflvvluv.png) ) icon.

![In Line Add Button](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667502512875.png)

2. A pop-up add screen displays. Complete all required fields.

![Add Record Popup](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/add-counterparty-in-line-image-4s7os8he.png)

3. At the bottom of the pop-up, click **Save and Continue**.

![Save and Continue](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/add-counterparty-in-line-image-t7iuo9j5.png) 4. The pop-up window closes and the new newly created company is entered into the Vendor/Client Name field.