Vendors
The Vendors form is used to store all the detailed information about your Vendors including address, phone, financial information and other key information. You can be as detailed as you feel necessary since most of the fields are not required to be filled in. Vendors are normally companies in which you purchase products to sell to your customers.
You will notice that at the top of this form are five tabs, which help group the vendor information better. It is like having five forms connected together for each vendor. You will also notice that the Vendor ID, Company and Account fields at the top of the form remain there in all the tabs so you always know what vendor you are working on when switching between the tabs. The five tabs are listed below and described in detail in other areas of the documentation.
The Vendor Tab shows you general vendor information. see Vendor
The Detail Tab shows all other related vendor data that could not fit on the General tab. see Adding Vendors
The Fields Tab is used to store the names of different contact methods used like Phone, Fax, E-mail, Web Site, and any other contact information that you use. See User Fields
The Activity Tab shows you all the completed and scheduled activities for the vendors. See Schedule Activities
The Notes Tab shows you notes that you have recorded about your vendors, and, it contains a special directions feature. see Vendor Notes
The Contacts Tab shows you the contacts, sites and departments for the selected vendor. see Vendor Contact
The History Tab shows all the vendors sales and service transactions. see Vendor History
This form can be used to add or edit records in the vendors form. To add new vendors, simply click the New button at the bottom of this form. If you need to edit existing vendors, just select the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new vendors.
The record navigation buttons at the bottom of the form are used to move from one vendor to another. It also displays how many records are in the vendors form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data. You may use the Find button to find a specific record.
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.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will clear the form to allow a new vendor to be added.
The Save button will save the vendor you've just added.
The Find button will allow you to Find your vendors.
The Delete button will delete the selected vendors.
The Initiate Transaction button will show enable you to begin the transaction you wish such as invoicing or quoting.
The Vendor Types button will open the Vendor Type form. The Vendor Type form is used to display all the Vendor types selected for the current Vendor. You can add, edit or delete vendor types in this form.
The Schedule button will open the Schedule Activity form when you can schedule a call, meeting, or to-do. See Schedule Activities
The Vendor's History shows the vendor's, purchases and item history of the Vendor.
The Close button will close the Vendors form.
Press F1 or click F1-Help at the bottom left corner of the form for help on what this form is all about.
Related Topics
Vendor Contact Sites and Departments