Page Comparison

To create a Company Vendor:

1. Click on Organization to expand the menuOn the left side of the screen, click the plus sign Image Added to expand the Organization menu.
2. Click Vendor.In the Vendor window, click the Add button
3. Click the Add button Image Added in the toolbar.
4. Fill in the following required fields:
   1. In the Vendor * field, enter Type* - Select Company Vendor from the drop down menu.
   2. Active - This field will be checked by default. If you want to make a vendor inactive, the box will need to be unchecked.
   3. Vendor* - Enter a unique Vendor ID. This field is limited to 20 characters.
   4. In the Name* field, enter  - Enter a name to identify the Vendor. This field is limited to 100 characters.
   5. In the Description field, enter Description - Enter text to further identify the Vendor. This field is limited to 255 characters and is optional.In the Vendor Type* field, select Company Vendor from the drop down.
   6. In the Restrict Access* field, select Yes or No.Yes : 
      1. Checked box - will restrict access so only those that are assigned to the vendor can access the vendor record.
      2. No Unchecked box - will allow the vendor to be unrestricted and all users can access the vendor record.
   7. In the Currency* field, select - Select the vendor currency.
   8. In the Payment Terms* field, the default  - By default, this is set to 30. If it is different, type in the number of days.
   9. In the Payment Type* field, select - Select either ACH or Manual Check.
   10. In the PO Required* field, select Yes or No - Check the box if 'Yes' or leave box unchecked if 'No'.
       
       * Indicates a required field
       
       
5. These are optional fields that can be entered and are more for informational purposes. A screen shot is available below so you can see where the information will be displayed.
   In the
   • Email 1
   field, enter
   •  - Enter in an email address.
   In the Email 2 field, enter
   • Email 2 - Enter in an alternate email address.
   In the
   • Phone 1
   field, enter
   •  - Enter in a phone number.
   In the Fax field, enter
   • Fax - Enter in a fax number.
   In the
   • Address 1 
   field, enter
   • - Enter in the vendor address.
   In the
   • Address 2 
   field, enter
   • - Enter additional address information.
   In the City field, enter
   • City - Enter in the vendor city.
   In the State field, enter
   • State - Enter in the vendor state.
   In the Zip field, enter
   • Zip - Enter in the vendor zip code.
   In the 
   • Zip 4 
   field, enter
   • - Enter in the last 4 digits of the vendor zip code.
   In the Country field, select
   • Country - Select the vendor country.
   In the Company Employee field, select
   • Company - Select the company the vendor may be associated with based on the companies set up in the application.
   In the 
   • Vendor Other ID
   field, add
   •  - Enter in an alternate vendor name that can be used in the search functionality.
   • Click the Save buttonthe Save button to save the record.

Display of Vendor Information for End User

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2. When you use the search functionality (magnifying glass) on the vendor field the Vendor Detail screen will be available when you click on the vendor name.