1.) Navigate to the List Home >> Click the blue plus sign near the “Vendors” in Parties section
2.) Complete the New Vendor Form
Completing this form with all required fields will add it to your Vendor Catalog.
detailed info
- Name: Name of the Individual or name of the Company should be entered here.
- Print Name / DBA: The Name which should be printed in all forms or documents or Doing Business As the legal firm name should be entered here
- Code: Vendor Code can be entered manually.
- Vendor Type: Type of the vendor is to be selected from the dropdown menu. In order to keep track of number of different types of the vendor. Examples: Advertiser, Freight Carrier, Fabricator, Designer, etc.
- Parent Customer: To which location does this Vendor belongs to.
- Contact Name: If the Vendor is of Company then, Name of the representative of that company should be entered.
- Vendor Since: Entering Since data will help you in knowing how long have you been doing business with this vendor.
- Multi Location Vendor: If this vendor give the service to more than one location of your company, then this should be checked. So all the Locations will be able to See this vendor. If not checked, only the selected Parent location can see this vendor.
- Parent Customer: If a customer belongs to a Group or Company, should select that group or company from the list.
A. Contact Information: All the required information to communicate with the vendor are to be filled in this section
B. Remit-To-Address: Remitting or Accounting address to be filled here. All the accounting related documents can be sent to this address.
C. Shipping Address: The address where the products need to be shipped or delivered.
B. Remit-To-Address: Remitting or Accounting address to be filled here. All the accounting related documents can be sent to this address.
C. Shipping Address: The address where the products need to be shipped or delivered.
Payment Terms: Payment Terms is an agreement that sets the expectations for payment. Currency: By default its USD for United States. If the Customer belongs to other country then, Currency is to be selected from the dropdown menu. Default Expense Account: The account for which it should effect or hit when selected this Vendor. Default Payment Method: By default which payment method should be selected when this vendor is selected and made payments. Account#: The Vendor Account Number can be entered here. EIN Number: Employer Identification Number is a unique identifier that is assigned to a business entity for easy identification by the revenue department. Memo on Check: The memo line can be used to write an unofficial note on your check. |
This Vendor is a Freight Carrier: When checked this box, this vendor will be a Freight Carrier and can be selected while Invoicing the Purchase Orders.
After filling all of the details click on "Add Vendor" to add the vendor to the vendor catalogue.
after creation it will redirect you to the Vendor Detail page as shown as below
After filling all of the details click on "Add Vendor" to add the vendor to the vendor catalogue.
after creation it will redirect you to the Vendor Detail page as shown as below
+Quick Pay: To record the Bill and Payment at a time you can create using quick pay. +Bill: You can create a bill for this vendor by clicking on this button Pay: When clicked on this Button, it will redirect you to a New Payment screen, where you can create a New Payment for this Vendor. Open POs (+): By clicking on the Plus Icon, you can create a new Vendor PO for this Vendor. |
Reclassify As Supplier: Can Reclassify as Supplier once created as a Vendor in the system. Duplicate Vendor: Can create a Duplicate Vendor with additional details in the System without entering all the details. New PO: Creates a new vendor po for this vendor. New Credit Memo: Creates a new credit memo for this vendor. Batch Pay: If you have multiple invoices for this vendor you can use this option to make Batch payments. Record a Refund: Creates a Refund for this vendor. List All Vendors: Clicking her will redirect you to Vendors List List All Suppliers: Clicking her will redirect you to Suppliers List Batch Update Tools: Will redirect to Batch Update page where you can update the information on all vendors at a time. View Log: Can see the updates for this Vendor. Like if someone changed the address, you can view this log and can know who updated, when, what, from where etc. all these details can be seen in the log. |