Here are the steps on how to add vendors: - From Main Menu, expand Purchasing and then click on Vendors to openSearch Vendor screen.
- Click on New button. Create New Entity screen will open
- Enter Name, Contact, Email, Phone, Address and select Zip Code.
- Click Add button.
- Vendor Entity screen will open with the details entered in Create New Entity screen.
- Enter details on Entity Tab specially the required fields like Location.
- Do the same on the Vendor Tab. Required fields on this tab are GL Account and Terms.
- Navigate to Locations Tab. Location entered on the Entity Tab together with its details will be displayed on the grid. Add more locations if necessary by clicking Insert button.
- Navigate to Contacts Tab. Contact entered on the Entity Tab together with its details will be displayed on the grid. Add more contacts if necessary by clicking Insert button.
- Click Save toolbar button to save newly created vendor. However Entity No is entered (manually or system-generated), whatever is entered on this field will also be the vendor's Legacy Vendor ID.
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