Overview

• Vendors
  Create and maintain vendor information to utilize for the purchasing of goods.
  
  

  Vendor Information:

  Contacts (Accounts Receivable and Logistics)
  Addresses (Billing and Mailing)
  Vendor item catalogs 
  Vendor specific attachments
  Vendor preferences (AP terms, AP classes w/ distributions, hold status, etc.)

Vendors

• Creating a Vendor
  1. Go to the Purchasing Menu and click on the Vendors Sub-Menu. 
  
  
  
  2. Click on the Add New button to add a vendor
  
  
  
  3. Fill in the vendor's basic information and preferences (buyer, terms, class etc.)
  
  
  
  4. Fill in the vendor's billing and mailing information    
   
  
  
  5. Fill in the vendor's primary contact information for their AR department and Logistics department, then click on one of the Save Buttons to save 
  

    

  

   

• Editing a Vendor
  1. Click on the Carrot icon next to a vendor to view all management options 
  
   
  
  2. Click on the Manage icon (Pencil) to edit a vendor
  
  
  
  3. Click on one of the Save buttons to save the changes
  
  

Vendor Contacts

• Creating a Contact
  1. Click on the Contacts icon next to a particular vendor         
  
   
  
  2. Click on the Add New button to add a new contact for a particular vendor 
  
   
  
  3. Enter the contact's name, type, title and status (required)
  
  

  

  
  4. Fill in any other additional information (optional) and click on one of the Save Buttons to save the new contact 
  
  Note: If vendor POs are to be sent via email, an email address is required.
  
  POs Via Email: Contact email addresses set to "Yes" will be automatically sent Vendor PDF documents via email every time a Vendor PDF is generated.

• Editing an AP Contact
  1. Click on the Manage icon (Pencil) next to the contact record to edit 
  
   
  
  2. Make any necessary changes to the contact's information, then click on one of teh save buttons to save the changes 
  
   

Vendor Item Catalog

• Managing a Vendor's Item Catalog
  Use the Vendor Item Catalog to manage a vendor's item numbers and descriptions. 
  
  Note: After an item is entered into a PO initially, an entry for that item will automatically be added to the Vendor's Item Catalog at that cost.  This cost will then be used as a default in subsequent POs.  As POs are entered at different costs, the vendor's item cost will update accordingly.  
  
  1. Click on the Vendor Catalog/Items Icon
  
  
  
  2. Click on the Manage Icon
  
  
  
  3. Adjust the vendor's item number and description accordingly (Their Item and Their Description) 
  
  
  
  4. Check the checkbox to include "Their" information on Vendor Documents 
  
  Note: By checking this checkbox, the vendor's item number and description will display on the PO PDF, Dock Copy, and Vendor PDF.   
  
  
  
  
  
  5. Click on the Cost Icon, the the Manage Icon to manually update a vendor's item cost and maintain lead time 
  
  
  
  
  
  
  
  
  
  

AP Terms

• Creating an AP Term
  1. Go to the Accounting Menu and click on the AP Terms Sub-Menu 
  
   
  
  2. Click on the Add New Button 
  
  
  
  3. Enter a Term Code, Description and the Term in Days (numeric value), then click on one of the Save Buttons to save the entry  
  
  Examples: Net 7 Days -> 7 | Term Days -> 7
  Net 10 Days -> 10 | Term Days -> 10 
  

  
  
  
  
  
  
  

• Editing an AP Term

  1. Click on the Manage Table icon (Pencil) next to the AP Term to edit 
  
  
  
  2. Make any necessary edits and click on one of the Save Buttons to save the changes
  
  
  
  

   

AP Classes

• Creating an AP Class
  1. Go to the Accounting Menu and click on the AP Classes Sub-Menu
  
  
  
  2. Click on the Add New Button 
  
  
  
  3. Enter a Class Code and Description
  
  
  
  4. Select whether or not this class will apply to a vendor 
  
  
  
  5. Click on one of the Save Buttons to save the entry
  
  

• Editing an AP Class
  1. Click on the Manage Table icon (Pencil) next to the AP Class to edit 
  
  
  
  2. Make any necessary edits and click on one of the Save Buttons to save the changes