Vendors need to be created in the system to give you the ability to create purchase orders or make payments via Accounts Payable. Once vendors have been created, they can be ordered from using Purchase Orders or paid via Accounts Payable functionality.
Click the Menu at the top of the screen
2. Expand the Vendors menu
3. Choose the Vendor list menu option
4. Click the + Vendor button
5. Click the Vendor tab. Enter pertinent vendor account information in the appropriate fields
NOTE: Only Enter Vendor Code and Vendor Name are required fields
6. Click the Contact tab. Click + Contact Info and enter contact information in the appropriate fields. Once entered, click Update
7. Click the Account tab and select the:
Terms
Vendor Account #
Vendor Type
Credit Limit
NOTE: If you are using the General ledger module, you will see additional fields for:
GL Posting Account - Select the GL Posting Account by clicking the magnifying glass
AP Trade Account - Select the AP Trade Account by clicking the magnifying glass
8. Click the Brands tab and select brands that the vendor carries by unchecking the All Brands tab.
Leave All Brands checked to include all brands
To select a brand, click the Select Brands field and select a brand from the Select Brands drop down. Click +Add to add the brand
NOTE: Multiple brands can be selected and added
9. Click on the Buyers tab to select users who can create POs for that vendor
10. Click the Notes to add any relevant notes in the Notes field
11. Click the Files tab to add relevant files - e.g., tax forms, pictures etc. Click +File to add a file
Click Choose File to select and add the file
12. Click the Portal tab to enter information for specific sites where you can view to retrieve information
Click +User. Enter the name (company name) email address and password (portal password).
Click Update
13. Click the Default Lead Time tab. Click the Edit button assigned to the shipping company
Enter the number of lead days in the Default Lead Days field. Click Update
14. Click the Save button