Adding a new agreement (How to manually add a new vendor in Spendflo)

Overview

Spendflo’s Agreement Management module helps to streamline vendor listing and allows users and admins. With this on the Spendflo platform, users can prefer to add the contracts within the Vendor Management module manually, by filling in the details and uploading contract documents. To know more about the steps, refer to the following documentation:

Adding a New Vendor Manually

Step 1. From the Spendflo platform’s navigation bar, click on Vendor Management → Vendors, to get started.

Step 2. By default, users will have the option to add a contract manually or to integrate your ERP. Click on “Add a Contract”.

Step 3. From the pop-up, select the following options:

  • Contract category -  Software or Other

  • Type of Contract - Long-Term or Monthly

After choosing from the options, click on “+ Select File” to upload the contract document. This option utilizes Spendflo’s Flo AI - the AI-powered document extraction feature. For more details on this feature, click here.

Step 4. Once the file is uploaded, Spendflo’s Flo AI activates the Smart Scan feature that automatically picks up the contract details onto the relevant fields.

Within the Product Details tab, the vendor name and related information are picked and displayed.

Within the Contract Details tab, all the relevant information related to the contract like start date, end date, billing frequency, pricing details, etc., can be viewed.


Note: All the fields here under the Product and Contract details are editable. Even with unprecedented errors, users can make manual changes to the agreement fields as required.


Step 5. Alternatively, click on “Add contract manually” to enter the agreement detail fields manually.


Step 6. For changes that are required by adding a new vendor, the Vendor Name field can be edited manually. Click on the field and type the new name in to view the dropdown options if available.

Step 7. If the vendor name is not listed within the dropdown, the screen will be redirected to the right pane to add the new vendor details. Click on the vendor name to enter a name, followed by the website URL.

Step 8. Once done, click on Add Vendor to complete the step.

The contract will now be added to the system and will be visible on the agreement listing page.


To learn more about CSV imports for adding vendors onto the platform, click here.

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