In this video, we’re excited to share that we've made it easier to add a vendor on the fly with the new plus vendor button, which you can find in various places like the accounts payable and purchase order screens. This feature allows you to create a vendor instantly while processing invoices or orders, streamlining your workflow. It's important to note that when you add a vendor this way, the system assumes you want to use that vendor immediately for your current task.
Adding a Vendor on the Fly
Key Steps
Accessing the Plus Vendor Button 0:02
Locate the Plus Vendor button in the system interface.
This button is available in various sections where vendor addition is required.
2. Adding a Vendor During Invoice Creation 0:42
Navigate to Accounts Payable.
Click on Plus Invoice.
Select the Plus Vendor button to add a new vendor.
3. Adding a Vendor During Order Requests 1:12
Accept an Order Request.
Click on Accept to proceed.
You will be directed to assign a purchase order.
4. Creating a New Purchase Order 1:42
Click on New Purchase Order.
Use the Plus Vendor button to add a vendor while creating the purchase order.
5. Confirming Vendor Addition 2:51
Ensure that the vendor is added on the fly when creating a new purchase order.
6. Using the Vendor Immediately 5:00
Note that the system assumes you want to use the newly added vendor immediately for the current task.
7. Example of Adding a Vendor 5:27
When entering a new invoice, click Plus Invoice.
Then click Plus Vendor to add vendor information.
8. Automatic Vendor Usage 6:24
The system will automatically use the newly created vendor for the invoice or task you are working on.
9. Final Confirmation of Vendor Usage 6:35
Verify that the new vendor information is correctly added to your invoice or purchase order.
Cautionary Notes
Ensure that all vendor information is accurate before saving.
Be aware that adding a vendor on the fly means they will be used immediately in the current transaction.
Tips for Efficiency
Familiarize yourself with the locations of the Plus Vendor button to speed up the process.
Double-check vendor details to avoid errors in invoices or purchase orders.