Create a Vendor Card.
Within the Home Screen Select Purchasing
Then Select Vendors
Then Select + new
You will now be able to start building the Vendor Card.
The Vendor Card is split down into several sub-categories.
GENERAL
A. No. (Sell to Customer) - Give the Vendor a unique Vendor number.
B. External System No. - If you are using a external accountancy system, place your accountancy system number for the vendor here.
C. Name
D. Blocked - If you want to block a vendor to prevent ordering from them select All.
E. Balance (LCY)
F. Balance Due (LCY)
ADDRESS & CONTACT
Select Lookup Address button.
A. Postcode - Complete Postcode.
B. Building No. - You can either put the building no. in or leave this blank.
*If you leave this blank it will show all addresses within that postcode.**
Address - If you have used the Lookup Address, this will automatically be completed. If not you can complete manually.
Phone No. - Complete landline contact number, (if available).
Email - Fill in Email information - This will allow you to email documents such as Invoices/Proforma/Vehicle Health Checks etc.
INVOICING
A. VAT Registration No. - Fill in the Vendor’s VAT Registration Number.
B. Prices Including VAT - If this is selected any purchase orders for this Vendor will always calculate prices including VAT.
C. Gen. Bus. Posting Group - These are pre-defined fields to select from.
DO NOT Create your own without discussing with a member of the Support Team.
D. VAT Bus. Posting Group - These are pre-defined fields to select from.
DO NOT Create your own without discussing with a member of the Support Team.
Please note that the majority of the time this should be set up as DOMESTIC.
E. Vendor Posting Group - These are pre-defined fields to select from.
DO NOT Create your own without discussing with a member of the Support Team.
Please note that the majority of the time this should be set up as DOMESTIC.
F. Nonstock Item Prefix - If you have a nonstock profile for this Vendor, if you put a prefix here this will show in front of the part number when you bring it into stock.
PAYMENTS
Application Method - Specific how to apply payments to entries for this Vendor.
Payment Terms Code - Specifies a formula that calculates the payment due date.
Payment Method Code - Specifies how to make a payment, such as with bank transfers, cash or cheque.
Priority - Specifies the importance of the vendor when suggesting payments using the Suggest Payments function.
Block Payment Tolerance - Specifies if the vendor allows payment tolerance.
Preferred Bank Account - Specifies the vendor bank account that will be used by default on the payment journal lines for export to a payment bank file.
Partner Type - Specifies if a Vendor is a person or company.
Cash Flow Payment Terms - Specifies a payment term that will be used for calculating cash flow.
The Vendor Card can be edited by selecting the ✏ button within the Action Bar.
This is your Vendor Card created.