Vendors are third-party businesses that supply parts or provide services for asset maintenance. Each vendor record stores key contact, classification, and sourcing information used for ordering, invoicing, and recordkeeping. Vendors can be added to Work Orders to track external labor or parts sourcing, including vendors automatically matched during invoice scanning.
To define a vendor for use in maintenance records:
-
In the Samsara dashboard, navigate to Maintenance (
) > Vendors.
-
Click Add New Vendor.
-
Enter the vendor details:
-
Vendor Name: Required. Must be the legal or trade name.
-
Address: Required. The combination of name and address must be unique.
-
Business Phone Number: (Optional) One or more phone numbers for the vendor.
-
Business Email Address: (Optional) One or more email addresses.
-
Category: High-level classification such as Service, Parts, or Asset Purchase.
-
Services Provided: Description of goods or services supplied.
-
Contacts: (Optional) Structured fields for name, phone, and email of vendor contacts.
-
Notes: Internal notes for preferences, relationship history, or context.
-
-
Click Save to create the vendor record.
After saving, you can return to the Vendors page at any time to update vendor details.
Comments
0 comments
Article is closed for comments.