How to Add Vendors (Suppliers)

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How to Add Vendors (Suppliers)

Step

Open Vendor Module

Adding a new vendor is very simple. Open the vendor module by clicking on the icon on the toolbar

Step

Bring up Sub-Menu

Right mouse click as shown in the image to bring up the sub-menu, click on Add New Vendor.

Step

General Information Tab

Now you have the Edit Mode On you can enter the business details of your new vendor (supplier). This would include business/company name, street and mailing business address, contact information, sales contact name and a description of their products and/or services.

Next is the Account Tab.

Step

Account Tab

In this tab you will enter the trading terms your supplier has given you. To change click on the drop down arrow.

Credit limit is the amount of credit that this supplier has allocated to your business. As is the Cust No - customer number. This helps when you process a purchase order to send to your supplier.

Banking Information is how you will pay your account when due. The Pay Method can be changed by clicking on the drop down arrow.

 

Step

Miscellaneous Tab

This tab in main is for pricing discounts or if you have a price list supplied and compatible with Control Pro (if you are unsure about this please contact us).

The other two options here are Dead Account which is for suppliers that you no longer use. The other is for suppliers who do not charge tax.

Step

Messages Tab

If you want to have a message appear on the purchase order when processed you will enter it here. You can also put in the Typical Lead Time in days so that anyone placing orders will know if there could be possible delays.