Create, edit, and view Vendors from this page, as well as drill into individual Vendors to review their details.
Enter all required fields and click submit. You can also click the down arrow next to the submit button and click 'Submit and New' to open a new blank Vendor to complete.
Note: On initial Vendor creation, you have the option to create an address and a contact. You may always create new addresses and contacts after initial creation.
The following fields are available for Vendors:
Name - The Vendor's name, this is used to reference the Vendor throughout the product.
Name on Check - The name to be printed on a check when paying Bills by check.
Account Number - Account number for this Vendor.
Email - The Vendor's email address.
Terms - Text field to enter any additional terms of this Vendor (e.g. Net 30 payment)
EIN/SSN - EIN/SSN used for 1099 purposes.
Track for 1099 - Toggle On to track this users Bills for 1099 values.
Default Currency - Enter a default currency that will populate on Documents when this Vendor is selected.
Inactive - Inactive Vendors will no longer be available to select in drop down lists. Note: Any previously created Documents (e.g. Bills/AP Credits/POs) with the inactive Vendor will still be included in tables and users can take actions against.
Contacts and Address - You can add multiple contacts and addresses associated with each vendor with the fields in view in the screenshot above (Begin entering the address in Line 1 and see suggestions to auto-complete address).
Vendor Table Actions
Edit - Update Vendor details.
Delete - Delete this Vendor (could fail if another object such as Journal Entries are using this).
Filters - Filter what appears in the table based on one or more fields available in the table.
Saved Views - You can create a set of filters that you would like to save to be able to quickly filter a table.
Column Selector - Hide and reveal extra columns and the number of rows visible in the table per page.
Export - Table data can be exported using the export button at the top of the table.
Details - Click the customer name to view the customer's detail Page. For more information see this article: Customer Details