Vendors Overview

The vendor directory is your comprehensive list of every vendor your organization works with. It is the foundation for vendor matching, invoice processing, and payment routing in Mod AI.

How Vendors Are Created

Vendors enter Mod AI in two ways:

1. ERP Sync (Primary Source)

Vendors sync automatically from your connected ERP system. This is the primary way vendors are created and updated. When a vendor is added, modified, or deactivated in your ERP, the change syncs to Mod AI automatically.

2. AI Extraction

When a new invoice arrives from a vendor that does not match anyone in your directory, the AI creates a vendor suggestion. This suggestion requires your confirmation via an action before a new vendor record is created. This prevents accidental duplicates and ensures your vendor directory stays clean.

Read-Only vs Editable Fields

Most vendor fields are read-only in Mod AI because they sync from your ERP. Your ERP is the system of record for vendor master data, and Mod AI stays in sync with it.

Read-only fields (synced from ERP):

• Vendor name, contact info, addresses
• Payment terms, tax ID, bank details
• Vendor status (active/inactive)

Editable fields (Mod AI-specific):

• Priority -- Critical, High, Medium, or Low. Helps prioritize invoice processing so your most important vendors are handled first.
• Categories -- Custom tags for organizing vendors (e.g., "Office Supplies", "Professional Services", "Utilities"). Use categories to group vendors by type for filtering and reporting.

info

Vendor master data is managed in your ERP. Mod AI syncs it automatically and adds AI-powered features on top.

The Vendor List Page

The vendor list shows all vendors with key information at a glance:

• Name -- The vendor's business name.
• Status -- Active or Inactive (synced from your ERP).
• Priority -- The priority level you assigned in Mod AI.
• Category -- The tags you assigned in Mod AI.
• Invoice Count -- How many invoices Mod AI has processed for this vendor.
• Total Invoiced -- The total dollar amount invoiced by this vendor.

You can search, filter, sort, and create saved views to find vendors quickly. See Searching & Filtering Vendors for details.

Learn More

• Vendor Details -- Everything on the vendor profile page.
• Vendor Matching -- How the AI matches invoices to vendors.
• Searching & Filtering Vendors -- Find vendors fast with search, filters, and saved views.