Vendors

Use the Vendors function to set up and maintain records for vendors with whom you do business. A record contains the vendor's name and address, the pay-to name and address, 1099 information, purchase and payment histories, and notes.

  • Click the Contact Link button on the toolbar to open the CM Contact Link dialog box. You can link the vendor to a CRM contact with a Vendor link type.
  • Use the Document Delivery button () on the toolbar to set up electronic delivery options for documents such as purchase orders or vouchers.
  • Click the New button to open a blank vendor record.
    • Enter a Vendor ID for the new vendor.
    • If you use multicurrency, select the Vendor Currency check box to view the amounts on the Balance tab in the vendor’s currency. Clear it to view these amounts in the company’s base currency. This check box is not active if you do not use multicurrency or if the vendor displayed uses the company’s base currency.
    • If you are creating a new vendor, you can select a vendor ID to copy information from in the Copy From list box. This field is available only when you are setting up a new vendor.
  • Click the Search Email button () to view the emails to and/or from the vendor selected, searching for the email address on the General tab. You must have the Message Tracking Setup in System Manager completed to use this function.
  • Attachments

To print vendor labels, see the Master Lists Vendor Labels function.

To produce a list of vendors, see the Master Lists Vendor List function.

To produce a detailed list of vendors, which includes information stored in your vendor records such as vendor’s name and address, pay-to name and address, purchasing information, and 1099 information, see the Master Lists Vendor Detail List function.

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