Vendors

Follow the instructions below to create a new Vendor record.  1. Navigate to the Main Application Menu and select Accounts Payable/Vendors.  2. The Vendors List will be displayed.  At the lower right of the form press the New button. 3. The New V...

A Vendor record may deleted if no transactions have ever been created for the Vendor.  If you attempt to delete a Vendor with activity, a message will be displayed indicating the Vendor cannot be deleted.  Follow the instructions below to delete a ...

Once a Vendor record has been created, any of the data entry fields on a Vendor may be modified.  Follow the instructions below to edit a Vendor.  A Vendor may be accessed in edit mode by using one of two methods:  Navigate to the Main Applicatio...

Once a Vendor record has been created, it may inactivated at any time.  If there have been any transactions performed for the Vendor, these will remain in the database permanently.  Follow the instructions below to Inactivate a Vendor.  1.   To ina...

Once a Vendor record is created, the Vendor Explorer may be accessed by navigating to Accounts Payable/Vendors and selecting a Vendor record from the Vendors list.  The Vendor Explorer displays all transactions created for a particular Vendor.  Many...

To launch the the AP Search tool, click on the Binoculars icon on the main application toolbar, or click on the Vendors option within the Accounts Payable module. In the example below we have selected to search for an AP Bill for a certain amoun...

If using the Accounts Payable module, you will need to create one record for each Vendor from whom you create and receive Purchase Orders, enter and pay bills for materials and/or services.  The Vendor records created will be selectable from the dro...

If you have received a check from a Vendor for an Overpayment/Refund this will need to be entered through the Payment Processing module using the Company/House Account. AP Vendor Account Go to the Vendor Account that you received the che...

You can create a service company by creating a vendor marked as a service provider, or by entering the service company manually into the Service Company setup table. If creating a new Service Company through the Service Company setup table, you need...

The Return to Vendor option is used when parts are being sent back to a Vendor and a credit is expected for the parts return.  Vendor Go to the Vendor Account to whom the Parts are being returned. Right-click on Returns. Selec...

We have enhanced the functionality around editing vendor records to allow multiple users, who have access to edit vendors based on their roles, to edit records for the same vendor at the same time. This is to help dealers increase productivity and e...