Home Wholesale How to Create a Vendor

How to Create a Vendor

Last updated on Feb 03, 2026

Vendors are wholesale purchasers who submit bulk orders to the license holder. Each vendor can have multiple licence numbers–one for each address associated with the vendor.

Required permission(s): vendor_read, vendor_update

  1. In the Wholesale application, open the Vendors tab.
    [img vendors-index]

  2. Click New to open a blank Vendor Profile on Step 1: General Information.

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  3. Configure the vendor’s General Information in the fields provided. An asterisk* denotes a required field.

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    • Vendor Name: The vendor’s name.

    • Vendor Type: Indicates whether the vendor is a wholesale supplier, customer, or both.

    • Phone Number: The vendor’s primary phone number.

    • Fax: The vendor’s primary fax number.

    • Code: The vendor’s abbreviated code.

    • Language: The vendor’s primary language.

    • Vendor Category: The vendor’s category. Vendor categories are a method used to group vendors with similar properties.

    • Description: A brief description of the vendor.

    • Tax ID(s): The vendor’s HST, GST, PST, and QST tax numbers, if applicable.

  4. Add the vendor's website information, if applicable.

    1. In the Websites section, click Add a Website.

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    2. Enter the website's URL in the field provided, and write a brief description.

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    3. Click Add to save the website. Repeat as necessary.

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  5. Click Continue to proceed to Step 2: Addresses & Contacts.

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  6. Configure the details of at least one shipping/billing address associated with the vendor.

    1. In the Addresses and Associated Details section, click Add an Address. This opens a modal.

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    2. Enter the address in the fields provided. An asterisk* denotes a required field.

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      • Name: The location's name.

      • Address Line 1/2: The location’s address.

      • City: The location’s city.

      • Province/State/Region: The location’s province/state/region

      • Postal Code / ZIP: The location’s postal/ZIP/mailing code.

      • Country: The location’s country.

      • Phone Number: The location’s primary phone number.

      • Fax: The location’s primary fax number.

      • Email: The location’s primary email address.

      • Licence Number: The location’s licence number. Each address may have a unique licence number.

      • Licence Types: Describes the nature of the licence. The options selected here affect which options appear when setting a Sales Order's purpose.

        • These options only appear if the address is in Canada.

      • Description: A brief description of the location.

    3. Click Add to save the address. Repeat as necessary.

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  7. Configure at least one point of contact.

    1. In the Contacts section, click Add a Contact. This opens a modal.

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    2. Enter the contact's information in the fields provided.

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      • First Name: The contact’s first name.
      • Last Name: The contact’s surname.
      • Job Title: The contact’s job title.
      • Primary Phone Number: The contact’s primary phone number.
      • Alternate Phone Number: The contact’s alternate phone number.
      • Fax: The contact’s fax number.
      • Email: The contact’s email address.

    3. Click Add to save the contact. Repeat as necessary.

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  8. Click Save to finalize the new vendor.

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Before a licence holder can create a Sales Order for the new vendor, the vendor must be Approved.