Navigate to: Accounting > Accounts Payable > Vendors
Inside the Primary Grid:
1. Click the [New] button in the Action Ribbon to open the Add New Vendor window.
2. Input the Vendor’s Name and then press the [Tab] or [Enter] key on the keyboard.
→ The Vendor Search grid prevents users from creating duplicate Vendor records.
3. Click on the “X” to escape the Vendor Search grid.
4. Click the [Create] button.
Vendor Contact Information
Input vendors contact information to the left-hand side.
- Use the Address Line 1 and Phone Number hyperlinks to add additional information.
Vendor Account Information
- Status - keep Active until or unless you are not doing business with the Vendor any longer
- 1099 - if the Vendor needs a 1099 at year end select Yes
- Tax ID - for the 1099 add in the vendor's Tax ID (up to 20 characters can be added)
- 1099 Payment Type - select the 1099 the Vendor needs generated (e.g, Nonemployee Compensation)
- Print DBA on 1099 - if a DBA name was added to the contact area and the vendor prefers the DBA name generated on the 1099, select Yes
- On Hold - if payments need to be paused the the vendor to a certain time, On Hold can be changed to Yes
- Manufacturer - if the vendor is a certified vendor with an OEM select as necessary.
Vendor AP Terms
Refer to this document on setting Vendor AP Terms.
Vendor Types
If the vendor offers specific services - e.g., the Vendor is a Parts or Insurance or Service Contract Vendor - select the appropriate boxes so the vendor will appear in lists for that facet.
Click Save when done creating the Vendor Record.
If a Vendor Record needs to be updated, follow the same steps. Use the Ultimate Search to quickly find the vendor record.
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