1. On the Navigation Pane, click “Vendor”. You can reach the same page by searching “Vendor” in search box at top right corner (a bulb symbol).
  2. Click New à +New (Create new entry) to open a new vendor card page.
  3. Select the Vendor template.
  4. Expand the General FastTab.
  5. No. Field: Press ENTER to automatically fill in the next number of the default number series for Vendor in the No. field. 

OR

You can Manually Enter a new vendor no. apart from default number series. Ex. A001, B002, etc. A confirmation message will be displayed, press ok.

[Note: Vendor No. is Primary key for vendor table, its values cannot be repeated.]

        6. In the Name field, type "ABC Jewelers "(Vendor Name).

        7. In the Address field, type “360 POST STREET”.

        8. In the City field, type "San Francisco”. 

        9. In the Zip Code field, select the zip code “94102”.    

        10. In Contact field, select the contact “Mr. Michael Sean Ray”.


 


        11. Expand the Invoicing FastTab.

        12. Click the drop-down arrow in the Gen. Bus. Posting Group field, and select posting group.

        13. Click the drop-down arrow in the Vendor Posting Group field, and select required posting group. 

The vendor posting group maps the accounts payable account, payment discount accounts, invoice and application rounding accounts, and interest and fee accounts that relate to vendors.

[Note: the Gen. Bus. Posting Group field & the Vendor Posting Group field are auto field according to template selected.]



 


        14. The other FastTab (shipping, payments, eJewelry, JBT/credit, remarks) must be filled only if you have special needs for warehouse location or shipping method.

        15. Press “Esc” to Save & close the Customer Card page.