Vendor accounts edit screen

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To launch the Vendor edit form:

1.If you do not find a vendor account, you may add it by clicking on the New button. It will launch the blank vendor account with the next account number (i.e. C000001, etc.). You only need to replace the Vendor code (optional, but recommended), enter the Name and save it. The rest of the fields are optional, but it is recommended that you fill in as much details as possible.

The following eight (8) tabs are used to enter and / or edit settings and check additional useful information to manage vendor accounts:

1.Delivery address - Delivery address, Address 2, Address 3, Zip code, Country, Message, Message 1, Message 2 and Message 3 and Layout files for Orders, Purchases and Supplier return documents.

2.Accounting information - Account disabled, Open item account, Due days (Payment date), Credit limit, Charge amount, Bank account (i.e. Bank account type, Bank account no., Bank name and Branch code), Use default account, Use default tax and Customer code.

3.Contacts - Lists contacts linked to the creditor (supplier) account. You may add, delete or enter contact persons for the creditor (supplier).

4.Appointments - Any events or appointments have been scheduled in Action → Calendar for that vendor account will be listed.

5.Documents - Any purchase documents (Orders, Purchases and Supplier return documents) have been processed for that vendor account will be listed.

6.Transactions - Any Debit and Credit transactions have been processed for that vendor account will be listed.

7.Bank accounts – This is used for the Bank Import Plugin.

8.Inventory items – This tab will list all the posted as well as unposted documents (i.e. purchase documents, supplier returns and orders) for the selected vendor account.

Plugins (e.g. Price agreements and Subscriptions), which may be purchased separately will be added as tabs on vendor accounts. These will be dealt with in separate documentation.

2.Enter and / or select the following options:

a)Vendor code - It is automatically generated.

TheVendor  code is automatically generated when you click on the New button. It is prefixed with a C, followed by 5 numeric characters. You may overtype this with your own to suit your specific requirements.

If you have created a Set of Books (Advanced option), and have set the Account code to:

4-digits, you may enter a 7-digit Account code (a prefix followed by 6 characters).

5-digits, you may enter a 8-digit Account code (a prefix followed by 7 characters).

6-digits, you may enter a 9-digit Account code (a prefix followed by 8 characters).

7-digits, you may enter a 10-digit Account code (a prefix followed by 9 characters).

8-digits, you may enter a 11-digit Account code (a prefix followed by 10 characters).

b)Name - Enter the name (description) for the vendor.

c)Address - Enter up to 3 address lines.

d)Zip code - Enter the zip code.

e)Country - You may select the Country from the list, if necessary.

f)Phone 1 - Enter the phone number.

g)Phone 2 - Enter the phone number, if available.

h)Fax - Enter the fax number, if available.

i)Website - Enter the website address, if available.

j)E-mail - Enter the e-mail address, if available.

k)Tax Reference - If vendors are exempt from tax, or registered for VAT/GST/Sales Tax, that tax reference should be entered in this field.

l)Company Reg. No. - Enter, if available.

m)Contact Person - Select a Contact Person from the list.

If no Contact Person is available, you need create it on the Contacts tab.

n)Vendor group 1 / 2 - The Reporting group to which you wish this vendor to be allocated.

The description of Vendor group 1 and / or 2 you have entered on the "Reporting group name" field on theVendor  groups tab - Setup → Groups may be reflected on this screen.

o)Language - The list of language files (StartSwitch language) as maintained in Setup → Tools → Customize language will be listed. You may select a preferred language for the vendor. If the standard translatable document layout files are selected, the documents (i.e. purchases, supplier returns and orders) will be printed in the selected language for vendor account.

3.Click on the Delivery address tab and / or Accounting information tab to enter additional information, select settings and accounting terms.  

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