Vendors

Path: Setup > Accounting > Vendors

Priority: Important

This is where you create and maintain your list of vendors and tax authorities. This information is used by CMS for creating purchase orders, receiving stock, and generating reports.

Fields and options on this screen:

(click italicized items for additional information)

Your current vendor list is displayed on the left. The vendor list can be sorted alphabetically by the company name, or by the ID number, in ascending order. To sort, select the desired sort option from the Sort list below the vendor list.

Details for Selected Vendor/Tax Authority

·     ID

·     Name

·     Address

·     Contact

·     Phone/Extension

·     Fax

·     Email

·     Federal Tax ID

·     G/L Account

·     Account Number

·     Tax Authority

·     Issue 1099

Purchase Order Defaults

Entering the following information for each vendor can save you time when creating purchase orders:

·     Terms

·     Ship By

·     Lead Time

·     Sort

Buttons

·     Add

Adds a blank line to the vendor list and places the cursor in the ID field.

·     Delete

Deletes the selected vendor from the list.

·     Apply

Saves changes or entries you have made without closing the window. Use Apply to "save as you go."

·     Cancel

Discards all changes or entries made since opening the window or since you last clicked Apply, whichever is later, and closes the window.

·     Close

Saves all changes or entries made since opening the window or since you last clicked Apply, whichever is later, and closes the window.

Like Close, clicking also saves your changes or entries. If you want to discard your changes, click Cancel instead.