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How to Create and Update Vendors with the AI Assistant | FlowPath Help Center

How to Create and Update Vendors with the AI Assistant

Add new vendors or update existing vendor records.

Steps

  1. Open the AI Assistant.

  2. Describe the vendor — company name, contact info, trade, payment terms.

  3. The assistant creates or updates the record.

Open the AI Assistant.

Describe the vendor — company name, contact info, trade, payment terms.

The assistant creates or updates the record.

What you can say

  • "Create a new vendor — ABC Plumbing, contact is John Smith, phone 555-1234, trade is plumbing."

  • "Update ABC Plumbing's billing address to 123 Main Street."

  • "Change the payment terms on Smith Electric to Net 60."

"Create a new vendor — ABC Plumbing, contact is John Smith, phone 555-1234, trade is plumbing."

"Update ABC Plumbing's billing address to 123 Main Street."

"Change the payment terms on Smith Electric to Net 60."