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  • Open the Organizations app.
  • Click on the blue button marked "New" in the upper right-hand corner.


  • Fill out all the fields on the "Create organization" form, making sure to fill out the required fields marked with a red asterisk.
  • Click the "Vendor" checkbox to denote the organization as a vendor. 
  • When finished, click "Save & close" button in the lower right-hand corner. (Note: the button will be greyed out until you begin typing in the form, at which point it will turn blue.)
  • The new Organization record you just created should appear in the third column on the screen.

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