Adding a new vendor record is covered in the Set Up and Add a New Vendor unit.
Access to a Vendor’s master record is provided here in Job Projects mode, allowing users to easily modify an existing Vendor’s record. This simplifies the process for creating or updating Vendor information, ensuring quick and efficient management of Vendor records.
- Navigate to Job Projects > Costs > Inquiry and then select the Vendor item. The Vendor list screen will display a list of all vendors currently set up in the data file. This enables users to quickly view and select vendors for reviewing information and making any necessary data updates.
- Enter a Vendor ID if known, or input part of the ID and use wildcard characters (e.g., @) to represent unknown characters. This helps in searching for and selecting the correct vendor when the full ID is not available.
- Make the necessary adjustments or modifications to the Vendor’s master record as required. Ensure that all relevant fields, such as contact details, payment terms, and other vendor-specific information, are updated accurately to reflect the latest information.
- It should be noted that the financial terms related to this vendor can also be viewed and checked on the Credit Control and Terms page of the Vendor’s master record. Once all necessary changes have been made, click on the ‘Save’ button to record the vendor’s cost and finalise the updates.
- One final note, any alterations to this vendor’s master record will be permanent and will remain unchanged until the vendor record is reopened for further modification or alterations.
- Click on the green tick button on the main toolbar to save the alterations made to the Vendors master record.
For more detailed instructions, please refer to the Job Projects > Costs > Vendor article.