Add each vendor who will be placing orders with Inform ERP. There are many properties you can associate with a vendor; not all are required, but many will help you manage your vendors going forward. All required properties are flagged with a red exclamation point. By default, all you need in order to be able to save a new vendor is the Name. You will be prevented from saving until you complete this information:
The following procedure describes how to complete the information required to create a vendor. Additional topics cover the optional properties: see Configure additional vendor properties.
- Open the Vendor Master: File>Vendor>Master.
- Click New.
- Make sure Setup is selected on the left side navigation bar, and the Main tab is selected on Setup.
- In the Name box under Remit to Address, type the Vendor Name.
Optionally, you can set the following properties during the creation
- Consignment/MFG Rep
- Custom Fields
There are many other vendor properties you can configure after saving. To review some of the more important fields that affect default behavior in regards to your vendors, see Configure vendor's default preferences For a full list, see Configure additional vendor properties.
- Click Save.