Creating a vendor card

Before you can record a purchase order, you need to create a card for your vendor.

To create a vendor card

1	Go to the Card File command centre and click Cards List. The Cards List window appears.

2	Click New. The Card Information window appears.

3	Select Vendor from the Card Type list.

4	Select the designation of the card: company or individual.

5	Type the name of the vendor and press Tab. Additional fields appear.

6	Enter a code to identify this vendor in the Card ID field. For more information, see Card identification codes.

7	Enter contact details for the vendor.

If you want to enter more contact information, select Address 2 from the Locations list and enter the additional details. You can enter contact details for five locations.

8	Click the Card Details tab. You can enter notes about the vendor, insert a picture, and assign attributes to group and sort the card.

If you want to...	See
insert a picture	Card pictures
assign identifiers to the card	Identifiers
assign an attribute from a custom list	Custom lists
enter additional information in a custom field	Custom fields

9	Click the Buying Details tab and enter your buying details.

A	Buying information	The selections you make here will be used, by default, on quotes, orders, and bills that you create for this vendor. You can override these selections when recording the purchase.
B	Tax information	Enter the vendor’s tax information here.
C	Credit terms	The credit terms you entered earlier appear here by default. You can override them here for this vendor. The credit terms entered here are used as the default terms for all purchases from the vendor, but can be changed at any time.

10	[Optional] Click the History tab and type the dollar value of the purchases made prior to your conversion month. You can also type or select the date that the contact became a vendor.

11	Click OK to close the Card Information window.

Related topics

■	Set up purchases

■	Entering purchases

■	Creating a card

■	Customizing cards