Vendors

In simple words

Vendors is part of SelfRun SpendIQ. Directory with history and performance. This guide takes you through it in 8 short steps.

Where it fits in your work — Source. Run an RFQ, compare vendors and issue the purchase order.

Before you start

• You need to be signed in to your company's workspace. SelfRun SpendIQ appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Vendors belongs to Vendors & spend in SelfRun SpendIQ. Directory with history and performance.

Step by step

1. 1

   Step 1

   Open SelfRun SpendIQ

   Sign in and open the SelfRun SpendIQ product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Vendors”

   In the left menu, click “Vendors”. The “Vendors” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Company, code, GSTIN, contact”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Category
   • Status
5. 5

   Step 5

   Read the list

   Each row shows:

   • Code
   • Company
   • Category
   • Contact
   • GSTIN
   • Rating
   • Status
   • Added
   • Actions
6. 6

   Step 6

   Add a new one

   Click “New Vendor” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • CSV
   • Excel
   • Code
   • Company
   • Rating
8. 8

   Step 8

   Done

   Directory with history and performance.

Tips

• You can use more than one filter together (Category, Status) to see exactly the records you want.
• The search box accepts: Company, code, GSTIN, contact. Start typing and the list narrows down.
• Use “CSV” or “Excel” to download what you see, for example to share it or keep a copy.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open SelfRun SpendIQ → Open “Vendors” → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• SelfRun CashFlow AI

  Matched vendor invoices post as payables.

• SelfRun SprintOS

  Project purchases are charged to the project.

• SelfRun CommandOS

  Subscription renewals and approvals reach the right people.

What you will see on this screen

These are the parts of the Vendors screen, exactly as they appear in the product.

Why use SelfRun SpendIQ

SelfRun SpendIQ replaces procurement & asset management software and runs independently with its own sign-in and database.

• Every purchase approved, tracked and matched before payment
• No surprise subscriptions — renewals are flagged early
• Know every asset, who has it and where it is
• Vendor invoices post to SelfRun CashFlow AI when matched

Who uses SelfRun SpendIQ

• Employees

  Raise purchase requests and expense claims and follow their status.

• Approvers

  Approve by amount, with budgets in view.

• Procurement team

  Run RFQs, vendors, purchase orders and goods receipts.

• IT & facilities

  Keep the asset register, subscriptions and infrastructure.

More in Vendors & spend