Add a Vendor

To add a new vendor, you must create a new vendor record in the Vendor Master containing relevant company information. Follow the easy steps below to create a master entry for your vendor. If you do not have information to enter into one of the vendor fields leave it blank. You may go back and edit the master after you create it to enter or change any information.

Note: These instructions will allow you to create a Vendor Master with the minimum amount of information required. For more information regarding vendor fields, see the Vendor Master page.

1.Starting from the main screen, select the Vendor Master by clicking on the icon in the toolbar, or by selecting File > Vendor > Master.

2.Click the New button in the bottom toolbar. The system will automatically assign a Vendor Number to the entry. You may also enter this number manually if necessary.

3.You will notice that the Information screen is divided into four main boxes. The Remit To box refers to the name and address that your payments will be sent to. The Order box refers to the name and address that your purchase orders will be sent to. Enter the appropriate name and address in each box.

4.Click the Save button in the bottom toolbar to save the new vendor entry to the system.

Note: While this is all the information required to complete a new vendor entry, we recommend that you enter as much information as possible regarding the new vendor. For additional information regarding Vendor Master fields, see the Vendor Master page. You may also go back and edit the vendor information at any time by first entering the Vendor Number in the appropriate field and pressing Tab, or by using the

to search for the vendor, and then clicking the Edit button in the bottom toolbar. This will open the master entry and allow you to add or change vendor information.