Menu

How to create and edit vendors

  • Updated
How to create and edit vendors

You may create new and edit existing vendors.

  1. Go to File>Vendor>Vendor Master.
  2. To create a new vendor, click New at the bottom of the page.

    The system assigns a Vendor ID and populates the Vendor box at the top of the page with it.

    Tip: To assign your own Vendor Names rather than accepting system assigned IDs, set File > Company > Master: Company Information, Sort Vendors By - (N)ame/(A)ccount to A.

  3. Complete the required vendor information, including name, address, and status.
  4. You may continue to add detailed information by clicking the tabs along the bottom of the page and specifying the relevant information.

    • Main: General vendor information including address, email, and contacts.
    • General: Additional vendor options that affect terms, vendor category, expense, and liability accounts.
    • Purchasing: Options related to purchasing, including the default Ship Via Code, Lead Time, and Freight Terms.
    • Notes: Internal notes that appears each time the vendor is queried.
    • Consignment / MFG Rep: Consignment charges for the consignment vendor.
    • Warranty: Options for required warranty and failure reason codes.
    • Sources: Vendors groups for reporting and mass mailing purposes.
    • Patterns: Requirements for the serial numbers or product codes.
    • Custom Fields: Custom control fields created in the Custom Control Builder from the Company Master.
  5. When you have finished, click Save.
  1. Go to File>Vendor>Vendor Master.
  2. In the Vendor box, type the vendor's name, number, address, or phone. Click the correct Vendor ID in the list of matching vendors that appears.
  3. At the bottom of the page, click Edit.

    All options, except the Vendor ID, become editable.

  4. On the Main page, review the general information. Note the Status CodeThe vendor's current status show in the upper right of the Vendor Master page. in the upper right corner, which indicates whether this vendor is active.
    • Active/Trade: You may enter purchase orders for this vendor.
    • Inactive/Hold: You may not enter purchase orders or receipts for this vendor.
  5. Continue to review the vendor information by clicking through the remaining Tabs.
  6. To save your changes, click Save.

Related articles