Vendor Master

Use Vendor Master Maintenance to maintain information about the individual vendors that you use to purchase inventory.  The Vendor Master is made up of 4 separate tabs - Information, Contact, Payments and Part Numbers.  The Information tab allows you to maintain general information about the vendor.  You can maintain mailing addresses and phone number information under the Contact tab.  The Payments tab allows you to maintain billing and payment contact information.  The Part Numbers tab lists the vendor detail records that contain the part numbers associated with the vendor.  In addition, from the Parts Number tab you can double-click a part number to open the Item Master to view more detailed information for the associated Item.

Tip:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Vendor Master Maintenance, click More.

   

  1.  Click File Maintenance from the Menu Bar.

  2.  Click Vendor Master.

   

  Vendor Master Maintenance Window Example:

  

   

• Creating a New Vendor Master, click More.

   

  To create a new record, enter the new Vendor ID and click Retrieve , or press [ENTER].

  Tip:  To indicate that you are building a new Vendor, New!  displays near the Vendor ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

   

  Vendor Master Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Vendor ID	Enter the code that uniquely identifies the vendor.  (up to 25 characters) Required
  	To update the new or changed information, click Save or press [ENTER].
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing vendors, click Search.  From the Search list you can select the record to change or delete.
  	To display an existing vendor, enter the Vendor ID and click Retrieve, or press [ENTER].
  Name	Enter the name of the vendor as you would like it to appear on reports.  (up to 45 characters) Required
  Vendor Type	To specify the defined type of vendor, click a choice from the drop-down list. Required
  Notes	Enter notes pertaining to the vendor.  (unlimited characters)

   

• Maintaining Contact information for a Vendor Master, click More.

  Use the Contact tab of Vendor Master to view and maintain the primary contact information for the vendor.

  Contact Tab window of Vendor Master Example:

  

   

  Contact Tab for Vendor Master Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  	To view the Contact pane of the Vendor Master, click Contact.
  Vendor ID	Enter the code that uniquely identifies the vendor.  (up to 25 characters) Required
  	To update the new or changed information, click Save or press [ENTER].
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing vendors, click Search.  From the Search list you can select the record to change or delete.
  	To display an existing vendor, enter the Vendor ID and click Retrieve, or press [ENTER].
  Address	Enter the address of the vendor.  (2 lines, up to 45 characters per line)
  City	Enter the name of the city where the vendor is located.  (up to 45 characters)
  State	Enter the 2-character postal abbreviation for the state in which the vendor is located. (up to 3 characters)
  Zip Code	Enter the Zip Code associated with the vendor's mailing address. (up to 12 characters)
  Contact	Enter the name of the person who acts as a contact for the vendor. (up to 45 characters)
  Phone Number	Enter the primary phone number for contacting the vendor. (up to 15 characters)
  Fax Number	Enter the primary fax number for the vendor. (up to 15 characters)

   

• Maintaining Payment information for a Vendor Master, click More.

   

  Use the Payments tab of Vendor Master to view and maintain the primary billing contact information for the vendor.

  Payments Tab window of Vendor Master Example:

  

   

  Payments Tab for Vendor Master Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  	To view the Payments pane of the Vendor Master, click Payments.
  Vendor ID	Enter the code that uniquely identifies the vendor.  (up to 25 characters) Required
  	To update the new or changed information, click Save or press [ENTER].
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing vendors, click Search.  From the Search list you can select the record to change or delete.
  	To display an existing vendor, enter the Vendor ID and click Retrieve, or press [ENTER].
  Pay To Name	Enter the payment name to use for the vendor.  (up to 45 characters)
  Pay To Address	Enter the vendor's mailing address for sending payments.  (2 lines, up to 45 characters per line)
  City	Enter the city portion of the vendor's payments address.  (up to 45 characters)
  State	Enter the 2-character postal abbreviation for the state portion of the vendor's payments address. (up to 3 characters)
  Zip Code	Enter the Zip Code associated with the vendor's payments address.  (up to 12 characters)

   

• Maintaining Part Numbers for a Vendor Master, click More.

  Use the Part Numbers tab of Vendor Master to view the part numbers associated with the vendor.  To view more detail for an item, double-click on the desired vendor detail line to open the Item Master Maintenance.

  Part Numbers Tab window of Vendor Master Example:

  

   

  Part Numbers Tab of Vendor Master Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  	To view the vendor detail, click Vendor Detail.
  Vendor ID	Enter the unique identifier for the vendor.  (up to 25 characters) Required
  	To display an existing vendor, enter the Vendor ID and click Retrieve, or press [ENTER].
  Double-click to view Item Master detail	To view the detail for the item, double-click the desired line to view the detail.
  ID	Displays the number of the line for the part number.
  Item	Displays the Item ID for your reference.
  Part Number	Displays the part number that the vendor sells that is used for the item in your inventory.
  Priority	Displays the priority (order) the vendor is to be used when purchasing the item.   Tip:  Lower numbers mean a higher priority.

   

• Editing an Existing Vendor Master, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Vendor ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Vendor ID, you can click Search  to see a list of vendors.

  2.  To position the pointer at the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].