Add Vendor¶
The Add Vendor screen is used to create new vendor records. Only the Vendor Information tab is active during creation.
Key fields¶
- Vendor Name (required)
- Vendor QuickBooks ID
- Supplier Type
- Active (checkbox)
- Payment Terms (required)
- Address lines
- City / State / Zip
- Vendor Phone
- Vendor Email
- Notes
- PO Notes
- Contact Name, Phone, Cell, Email
- Expedite Contact Name, Phone, Cell, Email
After saving, the vendor appears in Vendor Maintenance and all tabs (Documents, Action Logs, Change Logs) become active.
Best practices¶
- Use accurate Payment Terms that match contracts.
- Fill in both normal and expedite contact information.
- Use PO Notes for special instructions or shipping requirements.