Cards

To add a vendor card (Easy Setup Assistant)

Use these instructions to enter information for your vendors if you haven't been tracking this information in another software application and don't plan to import your vendor information. Repeat these steps for each of your vendors.

  1. Click the New button to display the Profile tab on the Card Information window.


  2. Use the Designation list to indicate whether this vendor is an individual person or a company.


  3. Enter the vendor's name. If the vendor is an individual, enter both a first name and a last name for the person.


  4. You can assign a card ID to the vendor record if you like. Card IDs can be used to customize information on reports and to distinguish between vendors who have the same name. The ID you assign to each vendor must be unique; that is, the same ID can't be used for more than one card.


  5. Enter contact information for the vendor, including the vendor's address, phone and fax numbers, an email address and a World Wide Web URL. You can enter information for up to five addresses for each vendor.


  6. Enter a name or title you wish to use in the greeting of a personalized letter for the person or company whose card you're viewing. For example, if you want to greet a vendor named Kara Watanabe as "Kara," enter Kara in this field. The personalized letters you create for Kara Watanabe will begin with "Dear Kara."


  7. If you're entering information about a business and there's a particular person you work with there, enter that person's name in the Contact field.


  8. Click the Buying Details tab.


  9. Most of the entries in the Buying Details view are filled in for you automatically, using the entries you made in earlier steps in the Easy Setup Assistant. Make any needed changes, and enter a Tax ID number.


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