Creating a vendor card

Before you can record a purchase order, you need to create a card for your vendor.

To create a vendor card

Go to the Card File command center and click Cards List. The Cards List window appears.

Click New. The Card Information window appears.

Select Vendor from the Card Type list.

Select the designation of the card: company or individual.

Type the name of the vendor and press Tab. Additional fields appear.

Enter a code to identify this vendor in the Card ID field. For more information, see ‘Card identification codes’.

Enter contact details for the vendor.

If you want to enter more contact information, select Address 2 from the Locations list and enter the additional details. You can enter contact details for five locations.

Click the Card Details tab. You can enter notes about the vendor, insert a picture, and assign attributes to group and sort the card. You can also assign a commission rate to the card.

If you want to...	See
insert a picture	Card pictures
assign identifiers to the card	Identifiers
assign an attribute from a custom list	Custom lists
enter additional information in a custom field	Custom fields
enter default department	Departments
track commissions	Commission Tracking

Click the Buying Details tab and enter your buying details.


A	Buying information	The selections you make here will be used, by default, on quotes, orders, and bills that you create for this vendor. You can override these selections when recording the purchase.
B	Tax information	Enter the vendor’s tax information here. If you are creating a card for a 1099 vendor, see ‘Setting up cards for 1099 vendors’.
C	Credit terms	The credit terms you entered earlier appear here by default. You can override them here for this vendor. The credit terms entered here are used as the default terms for all purchases from the vendor, but can be changed at any time.

If you pay this vendor using Vendor Payments, click Payment Details and enter the vendor’s banking details. For more information, see ‘Set up Business Services’.

[Optional] Click the History tab and type the dollar value of the purchases made prior to your conversion month. You can also type or select the date that the contact became a vendor.

Click OK to close the Card Information window.