You can get to this part of the system by clicking on the Inventory link in the blue Admin Toolbar and then clicking Vendors.
If you don't need to track inventory numbers (i.e. if you are not using our POS system, or if you don't need our system to do Purchase Orders and Receiving Orders), then you will not need to set up Vendors.
Setting Up Your Vendors
If we are not migrating all of your Vendor and Distributor data (Distributors are Vendors in our system), you will need to enter that information first, before you begin entering your product data.
To begin setting up your Vendors, click the Create New Vendor button.
To begin setup of the Vendor, you will enter the appropriate information on the Details tab. The only required item (in green text) is the vendor name, the rest is for your reference and will be used when you create Purchase Orders and Receiving Orders. You do not need to click Save when you finish this part of the setup.
Account Info Tab
On the Account Info tab, it is recommended to put in your Account Number with the Vendor so that will automatically be listed for you when you do a Purchase Order with them from our system. All other items are purely your option. If you are setting up the Vendor for the first time, you will want to click Save after you finish the information on the Account Info tab.
The History Tab
This tab will keep a chronological listing of all orders you do with the Vendor. You will see listings for both Purchase Orders and Receiving Orders, and you can click on the Date for an order to view it.
Once you have saved the Vendor, you will also have the ability from this area to create a New Purchase Order or a new Receiving Order for the Vendor, as seen in the image above. You can also click on the trash can button to delete the vendor, if needed.
On the main Vendors screen, you can click on the Vendor name to open their details. You can also click on the buttons to the right to start a Purchase Order or Receiving Order, respectively, with that Vendor.