Here are the steps on how to add Vendors:
- From the Main Menu, Navigate to Purchasing (Accounts Payable) and click on Vendors to open Search Vendor Screen
- Upon click of New toolbar button, Create New Entity Screen will open.
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- Populate fields. Enter values on the fields > Click Find Duplicates
- Name
- Contact
- Phone
- Email
- Address (City , State, Zip/Postal, Country)
- Time Zone
- Person
Image Added - Click Add
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- Vendor Entity screen will open with the details entered in Create New Entity screen. Also the Entity screen will be named as Vendor Name
- Enter Location Name on entity tab
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Click on the Vendor Tab > Detail tab
- Select default terms on the dropdown
- Selected value on default terms should also selected on the specific terms panel
- User can enter multiple terms under specific terms
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Click Save
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Here are the steps on how to add Vendors:
- From the Main Menu, Navigate to Purchasing (Accounts Payable) and click on Vendors to open Search Vendor Screen
- Upon click of New toolbar button, Create New Entity Screen will open.
Image Removed
Image Added
- Populate fields. Enter values on the fields > Click Find Duplicates
- Name
- Contact
- Phone
- Email
- Address (City , State, Zip/Postal, Country)
- Time Zone
- Person
Image Modified - Click Add
Image Modified
- Vendor Entity screen will open with the details entered in Create New Entity screen. Also the Entity screen will be named as Vendor Name
- Enter Location Name on entity tab
Image Modified
Click on the Vendor Tab > Detail tab - Select default terms on the dropdown
- Selected value on default terms should also selected on the specific terms panel
- User can enter multiple terms under specific terms
Image Modified
Click Save
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- 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
![](/download/attachments/4490274/image2016-2-10%2010%3A47%3A58.png?version=1&modificationDate=1455072679557&api=v2&effects=border-simple,shadow-kn) - Enter Name, Contact, Email, Phone, Address and select Zip Code.
- Click Add button.
![](/download/attachments/4490274/image2016-2-10%2010%3A50%3A20.png?version=1&modificationDate=1455072821383&api=v2&effects=border-simple,shadow-kn) - Vendor Entity screen will open with the details entered in Create New Entity screen.
![](/download/attachments/4490274/image2016-2-10%2010%3A52%3A52.png?version=1&modificationDate=1455072973373&api=v2&effects=border-simple,shadow-kn) - Enter details on Entity Tab specially the required fields like Location.
- Do the same on the VendorTab. 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.
![](/download/attachments/4490274/image2016-2-10%2010%3A53%3A25.png?version=1&modificationDate=1455073006727&api=v2&effects=border-simple,shadow-kn) - 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.
![](/download/attachments/4490274/image2016-2-10%2010%3A53%3A54.png?version=1&modificationDate=1455073035463&api=v2&effects=border-simple,shadow-kn) - 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.
![](/download/attachments/4490274/image2016-2-10%2010%3A54%3A55.png?version=1&modificationDate=1455073096397&api=v2&effects=border-simple,shadow-kn)
![](/download/attachments/4490274/image2016-2-10%2010%3A55%3A42.png?version=1&modificationDate=1455073143647&api=v2&effects=border-simple,shadow-kn)
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