How do I Enter Suppliers

How do I Enter Suppliers

Creating a New Supplier

To add a supplier or vendor

  1. Click the People menu
  2. Click the new button to start adding a supplier

Required Fields

To add a new supplier, user must fill out the person details

  1. Select Supplier from the person type drop-down list
  2. Click select
  1. Fill out the first name, last name in the field
  2. Type in the company name (if the supplier is a company and not a person)
  3. Select type from the drop-down list
  4. Add phone number 
    • adding contact information is not required, but is useful for contacting suppliers, mailing checks, and sending 1099's
  5. Click next to continue in filling out

Company and Office

  1. Select company from drop-down list
  2. Select office from drop-down list
  3. Click next

User can add the supplier's address in the field provided.

  1. Select address type from the drop-down list
  2. Fill out address field
    • street #
    • street name
    • city, state
    • zip
  3. Click next to proceed

 

options

  1. Click add to save all the details

Other General Information

  1. Click People menu
  2. Click People links submenu to add additional details
  3. Type in the Tax ID number (it can be hidden by clicking the lock icon)
  4. Select 1099 type from the drop-down list
  5. Check the box if the supplier gets 1099 ?
  6. Select the terms to be used from the drop down list
  7. Type in the account number 
  8. Click save

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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