Vendor Basic Procedures

Adding a Vendor

1      Double-click the icon. The Vendor window opens, displaying the information for the last vendor used.

2      Click . The boxes in the window are cleared.

3      Click the Vendor # box and enter a vendor number for this vendor. (The vendor number is usually a shortened version of the vendor's name.) The Vendor # is a key box. A key box is used to identify the vendor. The vendor number you enter must be unique. You cannot change a vendor number once it is assigned. Instead, you must delete the vendor and assign a different vendor number. You can enter up to 10 alphanumeric characters in this box.

Note:      We recommend that the vendor number you enter match the vendor number you enter in the Company box in the Item Master tab and the ID box in the Add Wholesaler or Add Manufacturer dialog box.

4      Click the Name box and enter the vendor's name. The Name box is also a key box used to identify the vendor. The name you enter must be unique. Unlike the vendor number, a vendor's name can be changed. You can enter up to 30 characters in this box.

Note:      The Vendor # box is used as the primary identifier, and the Name box as the secondary identifier. These two boxes are also the only ones you must complete to add a vendor. This way you can quickly add as many vendors as you like then perform a mass change to add information later. For more information on mass changing vendors, contact your eNsite representative.

5      Enter the appropriate information in each box in the Master tab. For instructions, see In the Vendor Master Tab.

6      When you finish entering the information in the Master tab, complete the boxes in each of the other tabs. You can move to these tabs by clicking them. For instructions, see Vendor Window Definitions.

7      When you finish entering the information for this vendor, click to save the Vendor.