Vendor (Supplier) accounts

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You will be using this option whenever you wish to create a new vendor account, change the name, contact details addresses, messages, accounting information and terms of an existing account, or to delete an existing account.

To access the Vendor selection screen:

1.On the Action ribbon, select Vendors (F5). TheVendor  accounts screen is displayed:


a)New – Create a new vendor account.

b)Delete – Delete remove a selected vendor account.

c)Edit – Add or change the details of a selected vendor account.

You may also double click on a selected vendor account.

d)Save – Save any changes to a selected vendor account.

e)Cancel – Cancel will revert to the previous values. Any changes will not be saved.

f)Export - Export the view of your customer data as displayed in the list of vendors accounts. Only those records matching your sort, search and filter options will be exported.

3.Search Filter

a)Filter Column -  None is the default. You may select any of the available items (columns), (e.g. Vendor code, Name, Contact Person, Vendor group 1, Vendor group 2, Address 1, Address 2, Address 3, Zip code, Telephone 1, Telephone 2, Fax, E-mail, Bank account type, Bank account no., Last invoice, Reference, Due days, Vendor group 1 Sort, Vendor group 2 Sort, Delivery address, Delivery address2, Delivery address 3, Delivery address Zip code, Delivery address country, X, etc.).

b)Like – Default operator. Others that may be selected is <, >, <=, >=, <>.

c)Value – Enter the text e.g. city, telephone numbers, Zip code etc.

d)Filter button – Click to filter / search for your criteria.  

e)Clear button – Click to clear / reset the filter / search for your criteria.

f)Show Disabled - By default, this option is not selected (not ticked). Only those active (enabled) vendor accounts will be listed. Select (tick) this option to include those inactive (disabled) (Account disabled field selected (ticked) on the Accounting information tab) vendor accounts.  

4.Line Count – This will display the number of records (vendor accounts) that is available on the list. This will display the number of records (rows / vendor accounts) that matches your filter / search criteria.

5.Context menu – The following options are available:

a)Reports – You may print postal or delivery address labels for selected vendor(s) (supplier(s)). You may also print these labels from the Reports → Vendor → Print labels (Reports ribbon).

b)Vendor group 1 / 2 - Change the reporting group 1 or 2.

c)Copy account - Create a new account from a selected account.

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