Maintain Vendor

                                                   

                                       Maintain Vendor

Use the Maintain Vendors window to enter, change, and store information about the companies and people from whom you purchase goods and services

1. name and address information of the vendor including mailing address, phone numbers, e-mail address, and Web site address
2.  vendor history, such as last invoice and last payment information, period history, and the date of the first purchase from the vendor
3. the General Ledger purchase account
4. terms of payment and credit limit
5. your balance with this vendor
6. the type of 20000 form sent 
7. 
   

Maintain Vendors window will open

1. Enter a new vendor ID, Name
2. When you're finished filling in the window, select the Save button.

General (Maintain Vendors

Purchase Defaults (Maintain Vendors)

Purchase Defaults tab in the Maintain Vendors window. You can change this information at the transaction level, if necessary.

Purchase Rep: You can enter or select an employee to act as the purchase rep for this vendor.

Purchase Acct.: Enter a General Ledger account for the default purchase account for this vendor. This is normally an expense account. The default for this is set in Vendor Defaults. When purchasing an inventory item, the General Ledger default accounts entered in Maintain Inventory Items override this default account.
Tax ID #: Enter the vendor's tax ID number. This is only necessary if you send this vendor a 1099 form.

Account #: The Account # is the number the vendor uses for your account. This is the number that many vendors request you place on your check when you send in your payments. If you want, you can create a check form that includes this field. 

Ship Via: Select the primary shipping carrier that this vendor uses for items. The shipping carriers are set up in Inventory Item Defaults.
Terms: You can choose to use the standard vendor payment terms set up in Vendor Defaults or set up a unique set of terms for this vendor. Select the Terms button to change the payment terms for this vendor.

Form Delivery Options: This group box includes options that determine how purchase order forms are delivered to your vendors, either from the Select a Report window or using the E-mail button on the Purchase Orders window.

·         Delivery method: Choose either paper forms or e-mail. Whenever you print a form in bulk from the Select a Report window, your choice will determine whether the form is printed for mailing OR automatically sent as an e-mail attachment to this specific vendor.

·         CC Purchase Rep: Select this to automatically send an e-mail copy of the form to the default purchase rep (whose ID appears in the Purchase Rep field) whenever you send a form to the vendor.

Custom Fields (Maintain Vendors)

History (Maintain Vendors)

To display the selected vendor's current history, select the History tab in the Maintain Vendors window. When entering a new vendor, you can enter information on this tab; once you save the vendor record, this tab is for display purposes only.

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