Manually creating a Vendor is a simple process. In just a few simple steps, you can have a Vendor up and running. The following steps will help you create a new Vendor:
This article applies to + Professional and + Enterprise.
1. Click on the Modules tab, then click on the Vendors icon in the ribbon on main page.
2. On the left panel, click on the green New icon.
3. Fill in the appropriate fields.
Vendor ID:, Name:, File As:, Lead Time:, and Status: are required fields that must be filled out to manually create a Vendor profile.
4. When you have finished entering in all the desired and required fields, click on the Save icon. Once the Vendor profile is saved, you have finished creating the profile.
Useful Information and Links:
Useful Links to Related Articles:
To learn how to Import Vendors, click here.
To learn how to Manage Vendor Phone Numbers, click here.
To learn how to Manage Credit Memos for a Vendor, click here.
To learn how to Manage Notes in a Vendor Profile, click here.
To learn how to Associate a Part with a Vendor, click here.
To learn how to Manage a Vendors Address, click here.
To learn how to Manage Vendor Entity Assignments, click here.
To learn how to View the Vendor Work Order and Inspection History, click here.
To learn how to Add an Attachment to a Vendor Record, click here.
To learn how to Delete a Vendor, click here.
To learn how to Merge Vendor Records, click here.
Fields * indicates a required field.
*Vendor ID: Unique identification code for the vendor. It can contain letters, numbers, or a combination of both, and can be up to 24 characters long. The Vendor ID should be something meaningful to you since the Vendor List is sorted by this ID by default.
*Name: Full or official name of the vendor. It can contain letters, numbers, or a combination of both, and it can be up to 50 characters long.
*File As: Name of the vendor as filed. For example, if the vendor is Ken’s Chevron, you might prefer to file that vendor as Chevron, Ken’s.
*Lead Time: Time required (in days) for vendor to deliver after a PO has been issued.
Email: Vendor’s email address.
URL: URL of vendor website.
Type: Type of vendor.
*Status: Status of the vendor. The status can be anything you specify when you set up the Vendor module.
Barcode/Tag: (Optional) Specify a custom barcode using your company naming convention. System generated and custom barcodes can both be used.
Default Sales Tax: Specify the default sales tax used for purchases from the vendor. Select NO TAX or select from custom values created in Vendor Module Settings.