You can get to the Detail page of information by clicking on the Detail tab.
1.First enter General Information like manager and specialize. These fields are optional and can be used to enter any kind of information you wish. They are not used anywhere else in the program except this form.
2. Next enter the Credit Limit the vendor has given your company.
3. The PO Minimum will display the number of items you want the company to order.
4. The Balance field will display the current outstanding balance you owe the vendor. This is based on all your Posted Bills, Opening Balances, Bills, Deposits and Payables.
5. The Tax ID field can be used to enter whatever information you find necessary.
6. The Expense ID combo box field is used to assign a default expense account for each vendor that is used when creating Vendor Bills. This field automatically fills in with the default expense account that is setup in the Security form > Default Accounts tab.
7. When you are through filling out all of the information about your vendor, you can click on the New button to add another vendor or click the Save button to save the vendor.
Vendor History Area
The Vendor History area is read only and the information displayed here is calculated and displayed for your reference. Each field is detailed below.
1.The Entered field is a read only field and it automatically reflects the date this vendor was first input into the program.
2.The Modified date is a read only field and it automatically reflects the date this vendor's file has been changed in any way.
There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.
General Notes
The General Notes is where notes for selected Vendor is written. When display vendor notes when adding a new PO/Bill and opening existing orders is enabled on Company Preference form > Purchases tab, entered notes on this field will be displayed every time you create purchasing transactions.