Vendor Setup

This screen is where Vendors are Added/Edited and Deleted or set Inactive.
Vendors must be created and set to Active to enter Invoices and do Payouts
 
If you think you need to make changes in this screen but are not sure, please contact Support.
 
Vendor Setup
1

Grid Navigation

1. Grid Navigation 
Please see Grid Navigation instructions here. Please note that the navigation bar is driving the Vendor Tree.
To Add a Vendor just click on the Insert button and fill out the information.
To Select a Vendor to edit just use the navigation bar to highlight the Vendor or click on the Vendor in the Tree view.
2

Vendor Tree view

2. Vendor Tree view
List of all Vendors set up in the system. You can click on the names to view/edit the information for any Vendor in the list. Vendors in red are Inactive and will not be shown in other parts of My Pricebook.
3

Vendor Information

3. Vendor Information 
This is the information for the Vendor that is highlighted in the Tree view.  When adding an new Vendor, fill in as much information as you can. You can edit this information at any time. Vendor Code and Name name are required fields.
The Active box must be checked for a Vendor to be used in the system.
4

Invoice Processing

4. Invoice Processing
This section does not need to be setup to start using a Vendor.  This section must be set up to import invoices from a Vendor.
Click this tab will display the screen that displays how the select Vendor will process imported invoices. Rules to update the Pricebook prices from the imported invoice are also setup on this tab.
For instructions on this, please go to Vendor Setup - Invoice Processing.