Vendors

Vendor records hold the terms, tax treatment and part numbers that purchasing needs, including what each vendor calls your parts.

• Addresses, contacts, terms, discount, credit limit and tax number.
• The vendor’s own part number and price for each part you buy.
• Lead time per part, feeding the required-by dates on orders.
• Language per vendor for purchase orders and RFQs.
• Default expense accounts and tax codes.
• Full purchase history and open items from the record.
• Import and export the vendor list as CSV.

Where to find it Vendors › Add Vendor  ·  Vendors › Reports › Search  ·  Vendors › Reports › History

Setting a vendor up

1. Vendors › Add Vendor: address, contact, the taxes they charge, terms and the currency they bill in.
2. The language decides which template set their purchase orders and RFQs print from.
3. Their part numbers, cost and lead time for each part you buy are entered on the part record, in the vendor section — so a purchase order prints their number, not yours.
4. The buttons along the foot start an AP Transaction, Vendor Invoice, Purchase Order or RFQ for this vendor.

Finding and reviewing vendors