HOW TO - Create a New Vendor

Modified on Fri, 29 Jul 2011 07:38 by Greg Andrews — Categorized as: Address Book


Default Menu Location

Maintain >> Address Book >> Organization

Click here for screenshot

Step by Step Instruction

STEP 1: Click the Organizations icon located in the Adjutant toolbar. This will display the Organization Screen

STEP 2: Click New

STEP 3: Add the vendor's information into the corresponding fields. You may leave the ID field blank. Click Save when finished

STEP 4: Click the Edit Attributes button

STEP 5: Select Remit To. The Remit To Information screen will be displayed.

STEP 6: Click Edit and enter the correct payment information for the new vendor/

STEP 7: Click Save and close this window

STEP 8: Select Sold From in the attributes window. The Sold From Information screen will be displayed. Fill it out accordingly.

STEP 10: Click Save