Adding Vendors

  1. Select FILE>New>Vendor. The Add Vendor screen is displayed

  2. Enter vendor ID

Tip:

  • Vendor ID must be unique. It is also helpful if the ID is meaningful as this is what will be displayed in the selection list when you place an order. For example, ‘BUTT’ is more helpful as an ID for Butterworths than ‘02345’

  1. Enter vendor Name

  2. Enter the Australian Business Number and internal account number for the vendor in the ABN and Account No text boxes respectively (optional)

  3. Enter the name of the contact person you deal with in the Contact text box

Tip:

  • Data in the Contact field is used as the Addressee in Order reports and automatic order email messages. Enter the contact name in the form you want it to display in Order reports and emails. For example, Johannes Christmann.

  1. Select the Vendor type from the Entry Type pop-up list

  2. Enter contact details as required in the Post Address, Delivery Address, Phone, Fax, Email and Internet text boxes

Tip:

  • You can click on the hypertext Email and Internet screen labels to follow the link i.e., open your email application with the To address automatically filled in or open a web browser and access a web site respectively.

  1. Close and save

The system automatically updates any orders placed with this Vendor in the Current Orders window at the bottom of the Vendor Display record.