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Assign a Vendor to a Device

The Vendor field links a device to its supplier so you can reconcile purchases, run procurement reports, and see at a glance where each piece of kit came from. You can set it when creating a device, or update it later.

Vendor field requires Invoice Management

The Vendor dropdown only appears on the Add Device and Edit Device forms when Invoice Management is enabled under Settings. If you don't see the field, enable Invoice Management first.

When creating a new device​

  1. Open Devices → + Add Device.
  2. In the Invoice & Financials section, pick the supplier from the Vendor dropdown.
  3. Complete the rest of the form and click Save.

Vendor selection on Add Device page

Let AI Recognize fill it for you

Upload an invoice PDF first (see Upload Invoice) and click the AI Recognize sparkles icon. The vendor name is extracted from the PDF; if it doesn't yet exist in your vendor list, the blue + icon next to the suggestion adds it in one click — no need to leave the Add Device flow.

AI Recognize vendor detection

Adding a new vendor via AI Recognize

On an existing device​

  1. Open the device from the Devices page.
  2. In the information panel on the right, click Edit below the device name.
  3. Change the Vendor field in the Invoice & Financials section.
  4. Click Save in the top-right corner.

Edit menu in the device information panel

Editing the vendor on the Edit Device page