Vendor Maintenance¶
The Vendor Maintenance screen is the central place to manage supplier records.
Key components¶
- Add Vendor button - opens the Add Vendor form
- Search bar - search by name, city/state, contact, or other fields
- Reset Filters - clears filters
- Refresh - reloads vendor data
Vendor table¶
Typical columns:
- ID (link)
- View
- QuickBooks Online link status
- Name
- City/State
- Vendor Contact
- Payment Terms
- Supplier Category
- Supplier Types
- Active POs
Click the ID link to open Vendor Details, which include:
- Vendor Information
- Documents
- Action Logs
- Change Logs
These logs provide a full audit trail of vendor changes and activities.
Use cases¶
- Creating and maintaining vendor records
- Reviewing contact info before issuing POs
- Checking whether a vendor is active
- Managing compliance documents.