Table of Contents

▶️How to Set Up A New Vendor

Matt Staff Updated by Matt Staff

1. Click on Add Supplier

In the Main Navigation Menu, select the Suppliers module and click "Add Supplier"

2. Vendor Information

In the "Vendor Information" tab, enter the vendor name, lines which the vendor carries, and any aliases. If this vendor is a supplier of resale goods, click on the "Supplier" check box.

3. Address

In the "Address" tab enter the appropriate information for the A/P address, order address and shipping address. Note you can copy addresses from other sections, such as "Copy Order Address", with the buttons in the right corner.

4. Contact

In the "Contact" tab complete as much information as possible. Notice there are two contact options. If you would like to send the vendor remittance information, ensure the A/P email address is completed.

5. G/L Accounts

In the "G/L Accounts" tab you have the option of presetting the accounts. That said, G/L accounts will adjust per the order type, such as order for stock (OSTK) affecting inventory whereas drop ship (DRPS) impacts prepaid purchases.

6. Communication Methods

In the "Communication Methods" tab, check all the apply and complete the additional fields as needed. Please note that if "Email" is not checked, then that option will not be available.

7. Terms, Payments & Other

In the "Terms, Payments & Other" tab, enter as much information as possible. This will be important when completing your check runs, such as filtering by ACH or Check preference.

8. Other Information

Within the "Terms, Payments & Other" tab, click on the "Other Information" option and complete as much information as possible.

💡 Tip!

To keep track of vendor W-9s, you can filter the AP-2010 : Vendor Details report by missing Tax IDs.

9. Preferred Vendor

In the "Preferred Vendor" tab, complete the available fields and click "Save" to create the new vendor.

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