Vendors

Overview

• Vendors can be created, viewed, and managed from the Vendors list.

• Each vendor can have multiple addresses and contacts.

• Vendor information is automatically populated in purchasing transactions.

Where to Access

• Users can access Vendors via Purchase pane

Key Attributes

Company Settings

• Show Master Record (toggle): View/edit the master vendor when multi-company is enabled.

• All Companies (toggle): Make this vendor available to every company in your org.

Name & Contact

• Display Name (required) : Primary label used across the app.

• Company Name: Legal/business name (if different).

• First/Last Name, Role: Main contact person and title.

• Email, Phone, Website: Communication details.

Addresses

• Billing / Shipping / Additional: Maintain one or more addresses per vendor; each can carry its own contact.

Payments

• Payment Term: Default terms applied on POs/bills.

• Account Number: Your account or vendor code at the supplier.

• Credit Limit: Internal spending limit for monitoring.

Other Details

• Department: Cost center or owning team for reporting.

• Internal Notes: Account instructions or relationship notes (not printed).

• Attachments: Contracts, W-9/사업자등록증, bank info, certificates, etc.

Linked Info

• Items: List of items you purchase from this vendor.

• Transaction History: PO, item receipt, bill, payment, and credit memo trail.

Key Functions

Create/Edit a Vendor

1. Purchase → Vendor → Add New.

2. Fill Display Name, contact and address details.

3. Set Payment Term, Account Number, optional Credit Limit.

4. (Multi-company) Toggle All Companies if shared across entities.

5. Add Notes/Attachments → Save.

Manage Contacts & Addresses

• Add multiple contacts (sales, accounting, logistics) and addresses (HQ, warehouse).

• Set defaults so POs print/route correctly.

Use Vendor Messages on POs

• Company Settings → Vendor Messages: create standard clauses.

• On a PO, pick a predefined message or type a custom note.

View History & Items

• From a vendor record, open Transaction History to audit activity.

• Review Items tab to see pricing/parts sourced from the vendor.

Merge Duplicates

• In the vendor list, select records → Merge Vendors to consolidate duplicates (keeps history).

Best Practices

• Keep contact details, terms, and addresses current to avoid late payments or mis-ships.

• Use Internal Notes for delivery cut-offs, RMA policies, or bank remittance notes.

• Review Transaction History and run A/P reports to monitor performance and exposure.

• Standardize naming (e.g., “Company - Branch”) and set default terms to reduce entry errors.

Related Features

• Purchase Orders

• Items

• Receiving

For more detailed information on managing vendors and the purchasing process, please refer to the specific sections in this documentation.