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HOW TO - Create a New Vendor

Table of Contents [Hide/Show]    Default Menu Location    Step by Step Instruction

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