New Vendor

The Add New Vendor screen allows you to add a new Vendor to your database.   A Vendor is typically the company or organization from which you obtain an Item you will inventory.  If a manufacturer is also your Vendor for an Item, it is best to add the company in the software as both a Manufacturer and a Vendor.

When you are setting up your software for the first time, you may want to import your Vendors rather than adding them one at a time through this screen.  For information on importing information into your database, please refer to the Import Data topic.

To Add a Vendor:

1. Click on the Lookups -> Vendor -> New button Or

Click on the Lookups -> Vendor  ->   button.

2. The New Vendor screen will appear.

General Tab

• Vendor Number - (Required) Enter a unique identifier for this vendor.

• Vendor Name - (Required) Enter a name for this vendor.

• Enter the Note if required.

Business Details

• Click on the Pencil icon - to enable to the fields.
• Add Phone Number, Business E-mail, Fax and Website details.
• Click on the Update button. Select Cancel to close the fields without saving any changes.

Contact Information

• Click on the Pencil icon - to enable to the fields.
• Enter the Phone Number and Extension (Ext.), Contact Cell, Fax and Contact Email.
• Click on the Update button. Select Cancel to close the fields without saving any changes.

Addresses

• You can enter multiple addresses for the employee here.

• Click on the Add Address button.

• The Address related field will appear.
  
  

• Select the type of address in the Address Type field. The options are Vendor Billing, Vendor Shipping and Vendor ShipBy.

• Enter the address information in the fields provided.

• Click on the Update button. Select Cancel to close the fields without saving any changes.

• Click on the Add Address again to add another address.

• To Edit Address, Click on the pencil icon - to edit the added address. Make changes as needed, the select the Update button.

• To Delete Address, Click on the Delete button to delete the added address. A confirmation screen will appear. Click on the Delete button again.

Attachment tab

• Click on the Attachment tab. To attach files, click on the Attach Files button.

• Click on the Select Files button. Browse and click on the File. Click on the Attach button.

• The Attached file will appear as shown below.

• The file name can be edited by clicking on the Edit button. Edit and then Click on the Update button.

• To delete the attached file, Click on the Delete button

Custom Fields

• Add the details in the Custom Fields.

3. Click on the Save button.

• If you want to create another site, click on the Save and Add another checkbox before clicking on the Save button. In this case, the New Site screen will appear once you click on the Save button.

4. A message will appear indicating that the site is created successfully.

Refer Vendors Lookup under Lookups for more details.