Vendor Form Fields

The vendor definition form contains many pre-defined fields organized into different buckets, the list of fields (from top to bottom of the form) and their intended use is detailed below - all fields marked with a * are mandatory, the rest are optional.

Vendor Information

• Vendor Name*
• Enter the Vendor Name
• Account Number
• Your business account number with the vendor
• Primary Contact
• Select a contact at the vendor, Vendors can have multiple contacts associated with them. They can be found under the "Contacts" sub-tab for the vendor.
• Phone
• Enter the vendor Phone number
• Email
• Enter vendor email address
• Other Phone
• Enter alternate phone number
• Other Email
• Enter alternate email address
• Fax
• Enter the Account Fax number
• Category
• Select a category for the vendor - this drop-down list populates from "Settings > Picklist Settings > Edit Picklist Settings" and the list can be customized there.
• Website
• Enter the vendor website
• Rating
• Select a Rating for the vendor - this drop-down list populates from "Settings > Picklist Settings > Edit Picklist Settings" and the list can be customized there.
• Assigned To
• Select a user at your company who will is assigned this account
• Type
• Select an Vendor Type. The drop-down populates from "Settings > Picklist Settings > Edit Account Picklist" and the list can be customized there.
• Parent Company*
• Enter Parent Company Account Name if one exists, otherwise select "Self"

Accounting Information

• Tax Authority
• Select the Default Tax Authority that applies to this vendor based on their geographic location. The tax rate is then automatically applied when a Purchase Order is created for this vendor.
• Credit Limit
• If you have a credit line with this vendor, then specify the Credit Limit. As you place purchase orders the "Credit Available" field automatically shows the remaining credit available based on payables (orders pending payment). As the payments are made and orders are marked as paid in the system, the "Credit Available" field will reflect the change.
• Credit Available
• Not available for editing, automatically populated based on credit limit and payables
• Credit Limit Expires
• Allows specification of an expiry date for the credit after which credit will not be extended.

Default Pricing Information

• Price Book*
• Select the default Price Book that applies to this vendor
• For Purchase Orders entered directly in the system, the Price Book is automatically selected when the Vendor is selected.
• Default Currency
• Select the default currency that applies to this vendor
• For Purchase Orders entered directly in the system, the currency is automatically selected when the Vendor is selected.
• More information about the default Vendor Currency Configuration can be found here.
• %Discount
• Enter a default %discount available from the vendor
• For Purchase Orders entered directly in the system, a line item discount specified here is automatically entered when the Vendor is selected.

Default Payment Information

• Payment Method
• Select a default Payment Method for this account
• For Purchase Orders entered directly in the system, the Payment Method selected here is automatically entered when the Vendor is selected.
• Terms and Conditions
• Select the default Terms and Conditions for this account
• For Purchase Orders entered directly in the system, the Terms and Conditions selected here is automatically entered when the Vendor is selected.

Default Shipping Information

• Carrier*
• Select the default Shipping Carrier for this vendor
• For Purchase Orders entered directly in the system, the Carrier selected here is automatically entered when the Vendor is selected.
• Shipping Method
• Select the default Shipping Method for this vendor
• For Purchase Orders entered directly in the system, the Shipping Method selected here is automatically entered when the Vendor is selected.
• Deliver To*
• Select the default delivery location (if your business supports multiple stock locations) for this vendor
• For Purchase Orders entered directly in the system, the Deliver To selected here is automatically entered when the Vendor is selected.

Address Information

• Address, City, State, Code, Country
• Specify the Vendor Address

Description

• Enter any other Description relevant to this Vendor.