How do I Create Suppliers/Vendors

How do I Create Suppliers/Vendors

Creating a New Suppliers/Vendors

To add a supplier or vendor:

  1. Click the People
  2. Click People basics submenu
  3. Click the new button to start adding a supplier

Required Fields

When a new supplier/vendor is created, the user must fill in the required fields:

  1. Select the person type (supplier/vendor) from the drop-down menu.
  2. Fill in the first name, last name (or company name if the supplier is a company and not a person) on the field
    • Enter the email address
    • attn if any
    • Enter the phone number
    • and type of number
  3. Click the next button
  1. Optional items
    • Select a company if purchases from this supplier are always charged to one of your companies
    • Select office if purchases from this supplier are always charged to one of your offices
    • Select account if purchases from this supplier are always charged to the same GL account
  2. Click the next button
  1. Choose the address type and fill in the address fields
  2. Click the next button
  1. Click the next button
    • choose the source
    • Choose the lead by
    • choose the division
    • Enter the tax id
  2. Click add button when done

Adding contact information is not required, but is useful for contacting suppliers, mailing checks, and sending 1099s. Set address type as mailing if the address should print on checks.

You can also add new phone number

  1. Click the + button next to phone numbers
  2. Choose the phone type from the dropdown list
  3. Enter the phone number, type the number on the right 
    • The number will be formatted as user type
  4. Enter phone extension
  5. Click add button when done

Other General Information

  1. Click People links submenu to add additional details
  2. Select the terms to be used
  3. Type your account number with this supplier
  4. Select the 1099 type
  5. Check the box if the supplier needs to get 1099 ?
  6. Click the save button when done

If the 1099 Tax ID is left blank, the software will automatically prompt the user to complete tax documentation for the supplier at the end of the year to prevent oversights.  If the supplier does not require a 1099, type "N/A" or "not needed" into the field

Other fields on the screen are optional, but can be used to store information the helps with adding bills from Vendors. 

Options include:

  • default account:  Select the gl account usually used for bills from this supplier
  • office: Select the office usually to be billed for purchases from this supplier

Entering information such as office and account on the supplier's profile will allow the software to automatically provide this information when the user enters bills for the supplier

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