Entering purchases

Step 2: Enter information about the vendor

Step 1 > 2 > 3 > 4 > 5

If you haven’t already read the Purchases Overview, see Entering information about the vendor for more information.

To enter information about an existing vendor

  1. Enter the vendor’s name, or click the search icon next to the Vendor field and choose a name.
  2. Several fields will be filled in automatically. You can change this information, if you wish.
  3. Enter the invoice number in the Vendor Inv # field if the vendor gave you an invoice for this transaction.

To enter information about a new vendor

  1. Type the new vendor’s name in the Vendor field.
  2. Press ENTER. A search list of existing vendors appears.
  3. Click Easy-Add. The new vendor’s name is added to your Card File, and the search list disappears.
  4. Enter the invoice number in the Vendor Inv # field if the vendor gave you an invoice for this transaction.

You can continue creating the purchase. Keep in mind, however, that you haven’t set up the record for the new vendor. When you have a spare moment, remember to use the Card File Entry window to complete the vendor’s record.

To change your credit terms for this transaction

  1. Click the zoom arrow next to the Terms field.
  2. Make the changes you want in the Credit Terms window.
  3. Click OK.

To change the exchange rate (if you’re using Multicurrency)

  1. Click the Exchange Rate button.
  2. Enter the exchange rate you want to use for the transaction.
  3. To change the exchange rate for all future transactions, mark the Update Current Exchange Rate in the Currency List with Transaction Exchange Rate option.
  4. Click OK.

Entering purchases - Step 2