Maintain Vendor Records

                                   Maintain Vendor Records

 Use maintains vendor software for add change or delete any vendor records of companies and people from where you purchased goods and services.

Use this method to record a new vendor record.

From maintain menu, select vendor

The new window will open

Firstly you enter the Vendor ID and name of the vendor. With the help of previous and next arrow button you can see the next and previous id and name of vendor. And when you complete all the necessary information in this window, select save button at vendor header at vendor header field like below

With the help of above tool bar you can close, save, delete and maintain any new vendor account.

1.      General tab

Here you will require filling the basic information of vendor such as: contact information, Account #, Address, telephone number, fax, e-mail, and website.

2.      Purchase defaults

For set up the purchase transaction default for each vendor select this tab.

Here you will require filling

Purchase representative: name of a person who act as purchase rep.

      Purchase account num: Enter a general ledger account for the default purchase for this vendor

Tax ID # Enter vendor tax id. It is only important if you send this vendor a 1099 form

Ship via  Select the shipping carrier

Terms To set up a unique set of terms for this vendor

Form delivery option

Two options for delivery

·        Delivery method

·        CC purchase rep

Customer fields

To enter custom fields information for this vendor select the custom field tab in the maintain vendor record.

History

For record this vendor current history uses this tab.

Vendor since: the date when you made 1^ST transaction with this vendor

Last invoice date: the date when you receive last invoice from him

Last invoice Amount: the last amount which you receive

Last payment date: the last date when you made payment to him

Last payment Amount: the amount of last payment.