Help Topics
How to Add a New Vendor
How to Add a New Vendor
- Open the Vendors module.
- Click the New button to open the Add New Vendor screen.
- Enter the vendor's information in the applicable fields:
- Vendor # - The required number assigned to the vendor. This number is automatically generated when a new vendor is created. Record number formatting can be configured under Settings > System > Record Number Settings.
- Vendor Name - Enter the name of the vendor or supplier.
- Primary Contact - Enter the vendor's primary representative or contact person.
- Title - Enter the position or designation of the Primary Contact.
- Address Info - Enter the vendor's complete business or mailing address.
- Phone & Fax - Enter the vendor's phone and fax numbers.
- Email Address - Enter the vendor's email address.
- Shipped Via - Select the shipping method or carrier used by the vendor.
- Payment Terms - Select the payment terms used when purchasing from the vendor. Payment Terms can be predefined under Settings > Sales > General Sales Settings > Payment Terms.
- Account Number - Enter the account number assigned to your company by the vendor.
- Tax ID - Enter the vendor's Federal Tax Identification Number.
- Credit Limit - Enter the maximum credit amount available from the vendor.
- Min Discount Amount - Enter the minimum discount amount applicable to purchases from the vendor.
- Product / Svcs - Enter a description of the products or services provided by the vendor.
- PO Type - Select the types of Purchase Orders that can be created for the vendor:
- All POs - The vendor can be used for all Purchase Order types.
- Local/Special Order POs Only - The vendor can be used only for Local or Special Order Purchase Orders.
- Long Distance/Sea Container POs Only - The vendor can be used only for Long Distance or Sea Container Purchase Orders.
- Review the information entered on the Add New Vendor screen.
- Click Save to create the new vendor record.
