Purchases > Creating a vendor card
Before you can record a purchase order, you need to create a card for your vendor.
|
1
|
|
2
|
|
3
|
|
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.
|
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.
|
|
9
|
Click the Buying Details tab and enter your buying details.
|
 |
||
|
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.
|
|
|
Tax information
|
Enter the vendor’s tax information here. If you are creating a card for a 1099 vendor, see Entering employee payroll information.
|
|
|
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
|
If you pay this vendor using Vendor Payments, click Payment Details and enter the vendor’s banking details. For more information, see Set up Business Services.
|
|
11
|
[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.
|
|
12
|
