---
title: "Vendors in the Mobile App: Create, Classify, and Track Supplier Activity"
url: "https://help.ontraccr.com/en/article/vendors-in-the-mobile-app-create-classify-and-track-supplier-activity"
language: "en"
last_updated: "2025-06-08T20:21:30.805Z"
---

# Vendors in the Mobile App: Create, Classify, and Track Supplier Activity

## **🏢 Vendors in the Mobile App: Create, Classify, and Track Supplier Activity**  
 

### 🧭 **Introduction**

The **Vendors** tab in the Ontraccr mobile app lets users view, create, and manage vendors directly from the field — including classifying them as **suppliers or subcontractors**, linking contacts, and tracking invoices, purchase orders, and certifications.

This guide walks through the entire workflow, including unique vendor-only features like the **Payables** and **Certifications** tabs.

* * *

## **📍 Where to Access Vendors**

1.  Tap **“More”** from the bottom nav bar
2.  Tap **“Vendors”**

You’ll see a list of all vendors in your workspace, assuming your role includes the **View or Manage Vendors** permission.

* * *

## **➕ Creating a Vendor**

1.  Tap the **“+” icon (top-right)**
2.  Fill in the following:

### Required Fields (🔴):

-   Vendor Name 🔴
-   Division(s) 🔴
-   Office Number 🔴
-   Office Email 🔴

### Optional Fields:

-   Mobile Number, Fax, Billing Email, Website
-   Office Address
-   **Type**:
    -   Choose **Supplier** or **Subcontractor** (affects filtering/reporting)

1.  Tap **Save** (top-right) to create the vendor

* * *

## **✏️ Editing a Vendor**

1.  Tap a vendor name
2.  Tap the **pencil icon (top-right)**
3.  Modify any fields
4.  Tap **Save** again to update the record

* * *

## **🗂️ Vendor Profile Tabs**

Once inside a vendor profile, you’ll see several top-level tabs:

### 1\. **Info**

-   Displays all the fields from the creation screen

* * *

### 2\. **Notes**

-   Add internal notes about the vendor
-   Type your note and tap **Enter (right-arrow icon)**
-   Notes **cannot be edited or deleted**

* * *

### 3\. **Billing**

-   Form log of **invoices** tagged to this vendor
-   Tap any item to view the full submission

* * *

### 4\. **Payables (Vendor-Exclusive)**

-   List of **Purchase Orders (POs)** issued to the vendor
-   Tap to view details of each PO

📌 This tab is unique to vendors (not available for customers)

* * *

### 5\. **Other Forms**

-   View **any other submitted forms** tagged to this vendor
-   Works as a general form history

* * *

### 6\. **Address Book**

-   Lists all contacts assigned to the vendor
-   You can:
    -   Tap **“+”** to add a contact
    -   Share contacts with customers/vendors using the three-dot share icon
    -   Edit contacts individually

* * *

### **7\. Certifications (Vendor-Exclusive)**

Used for tracking certifications tied to subcontractors (e.g., safety certs, licenses).

-   Shows certifications added via the web app
-   Tap a certification to:
    -   View details
    -   Open attached files

Great for compliance checks or verifying subcontractor readiness.

* * *

## ✅ **Outcome**

With the Vendors feature, mobile users can:

-   Create and classify vendors by type
-   Access and edit vendor details on the go
-   View all POs, invoices, forms, and certifications tied to vendors
-   Share and reuse contacts across clients and suppliers
-   Ensure vendors are properly credentialed with the Certifications tab