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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.