Adding a Supplier

To add a supplier, click on the edit button () and enter in the supplier information into the new line that appears. (seen below).

 

1.  Under supplier # and supplier name, just enter the name of the supplier.

2.  Make sure the active box is checked.

3.  Select if this vendor is a fuel or non-fuel from the drop down menu that will appear when you click in the “Type of Vendor” field. You only have to do this for a fuel vendor. Otherwise, you can leave this as default.

4.  If you have payment terms entered, select payment term from dropdown menu. (to add new payment terms, please see section on adding payment terms)

5.  Leave the “Default Payable” and “Default Account” alone.

6.  Tab through and enter in any other information you would like such as address and phone number etc. These are optional fields for your reference only.

 

Once you have entered in the entire supplier’s information, be sure to click on the save button (). Click the Refresh Dropdown button  if you intend on entering an invoice for the new vendor now.