Create a vendor (depot)

Sponsor users can add and manage a depot as a vendor in their study at the global level.

Sponsor and CRO users assigned the Manage Contacts and Organizations global role can create and manage their study's organizations.

1. On the Home page, click Global Settings.
2. On the Organizations tab, select Create Organization.
3. Select Create Vendor.
4. In the Create Organization: Vendor dialog, complete the following fields and click Next:

   Note:

   Mandatory fields are marked with an asterisk (*) in the User Interface (UI). If you do not fill in those fields, you cannot proceed to the next step.

   Field	Descriptions
   Vendor Type	Select Depot from the drop-down menu.
   Depot Name	Enter the name of the depot you would like to add.
   Depot ID	Enter the depot's ID number.
   Time Zone	From the drop-down, select the appropriate time zone of the vendor that you're creating. For example, select UTC +5 New York.
   Web URL	Enter the vendor's valid web URL.
   Plant ID	Enter an ID for the manufacturing facility where the investigational product is manufactured.
   Shipping Point	Enter the location from where the investigational product is shipped in kit form. This location can be another depot that is part of the study.
   Tax ID	Enter the vendor's Tax Identification Number (TIN).
   VAT Number	Enter the institution's Value Added Tax identification number.
   DEA	Enter the Drug Enforcement Agency (DEA) Registration Number.
   DEA Expiration	From the drop-down, select the expiration date of the DEA number.
   Status	Select the status of the vendor. Note: The vendor's status is set to Active by default.
   Mode	Select one of the following modes in which you are adding this vendor: Testing Training Production

5. Click Next.
6. In the Addresses section, click Add Address and define the required addresses for your institution, then click Create. For step-by-step instructions, see Specify a reusable address for your organization and contacts.
7. Click Finish, then select Close.