A Vendor is a company or person from whom your company purchases goods and/or services.
When viewing a Vendor record, there are several tabs available for adding, viewing, editing or deleting information. Each tab of the vendor record will be described below.
Purchase Orders Tab
The Purchase Orders tab displays a list of all open purchase orders. Clicking on the toggle button will display all open and closed purchase orders.
Receipts Tab
The Receipts tab will show all purchase order receipts. If multiple shipments occurred for a given purchase order, there will be multiple rows presented in the grid.
Note: When receiving a purchase order, it is important to enter a value in the Reference Number field to help reconcile the receipts against the purchase order.
Bills Tab
The Bills tab will display all bills that have not been fully paid. Clicking on the toggle button will display all bills paid and not fully paid.
Payments Tab
The Payment tab will display payments made to the vendor where a check was not printed. These are payments for bills that were made online or paid with a credit card.
Credits Tab
The Credits tab displays a list of all credits that have not been fully applied to bills. Clicking on the toggle button will display all open and closed credits.
Checks Tab
The Checks tab displays a list of all checks that have been printed or are waiting to be printed.
Parts Tab
The Parts tab will list all parts where the vendor is marked as the main vendor on the part setup.
Notes Tab
The Notes tab displays all notes entered on the vendor record.
Docs Tab
The Docs tab will display all documents uploaded to the vendor.
Part Ledger Tab
The Part Ledger tab will display all transactions involving parts associated with the Vendor.
