Creating a Vendor Record

.

Service > Miscellaneous > Customers

or

Parts > Miscellaneous > Customers

or

Sales > Miscellaneous > Customers

or

Accounting > Accounts Receivable > Customers

· Vendor records may be created from Customer records.

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

Within a Customer Record:

3. Click the Class dropdown and select either Commercial, Fleet, or Wholesale.

4. Type in the Company Name.

5. Select the [Make Vendor] button.

6. On the Vendor tab, confirm that the Print A/P Check checkbox is marked.

6. Select the [Save] button in the Action Ribbon.