The Vendors page stores reusable travel and logistics providers, including transport and accommodation style vendors, with optional responsible staff and primary contact details.
What this screen is for
- Browse vendor records.
- Create and edit vendors.
- See who is responsible for each vendor.
- Archive vendors that should no longer appear in the main list.
What you can see
- Page title Vendors with the subtitle Create and maintain reusable travel vendors and their primary contact details.
- A New Vendor button.
- A table with columns for Vendor, Type, Location, Primary Contact, Responsible staff, Updated, and Details (description or note preview).
- Toolbar filters and column visibility controls.
- Row actions for Edit vendor and Archive vendor.
- A large vendor panel titled Create Vendor or Edit Vendor.
Common actions
Create a vendor
Choose New Vendor, complete the details tab, then choose Create Vendor.
Edit a vendor
Click a row (when allowed) or choose Edit vendor from the row menu.
Archive a vendor
Choose Archive vendor from the row menu. The confirmation explains the vendor will be hidden from the main vendors table.
Filter the directory
Use toolbar filters for vendor name, type, location summary, primary contact summary, and responsible staff.
Review document ownership
Use the Responsible staff column to see who will receive vendor document expiry reminders alongside workspace admins and managers.
Vendor types
Vendor types include flight, bus, hotel, train, and other categories used for planning and filtering.
Empty, loading, and error states
- While loading, you see Loading vendors…
- If loading fails, you see Failed to load vendors with a message.
- If there are no vendors, you see No vendors yet.
- If filters hide all rows, you see No vendors match the current filters.
Permissions and read-only behaviour
When you cannot manage vendors, creation and editing controls are disabled, row click editing is disabled, and archive actions are not available.
Tips
- Prefer the official vendor name in the Vendor column for consistent searching.
- Use Details to quickly scan internal notes versus customer-facing descriptions.
- Archive vendors you no longer use so the directory stays trustworthy.
Last modified on June 18, 2026
