To monitor quantity on hand and receive inventory, you must name the vendor you receive an item from.

There are three necessary fields when creating a vendor: Name, Class, and Credit Terms.  Although only three fields are necessary, we recommend you fill in as much information as possible. When creating purchase orders in the future, you can email the information to your sales representative.

Vendor Classes and Credit Terms

Before you create a new vendor, you should have the necessary Vendor Classes and Credit Terms configured.  These are both required selections when creating a vendor.

Vendor Classes

Vendor Classes are a customizable means to classify your vendors, such as primary or secondary vendors, or to distinguish between things like seafood and liquor vendors.

1. From Manager Console, click Inventory.
2. Double-click Vendor Classes.
3. To create a new Vendor Class, click Add.
4. Enter a Description such as "Secondary Vendor."
   • Class Number auto-populates upon save.
5. Click OK.
6. Repeat for any other Vendor Classes you want to create.

Vendor Credit Terms

Vendor Terms are customizable designations you use to define contracting relationships with vendors.

1. From Manager Console, click Inventory.
2. Double-click Vendor Terms.
3. Click Add to create new terms.
4. Enter a Description such as "Due upon receipt."
   • The terms Class Number auto-populates upon save.
5. Click OK.
6. Repeat this process for any other Vendor Terms you want to configure.

Add the Vendor

1. From Manager Console, click Inventory.
2. Double-click Vendors.
   
3. Click Add.
4. Enter a Vendor Name.
   • Vendor ID auto-populates upon save.
     
5. Select Enable Vendor if you want it to be available to select elsewhere.
   
6. Select a Vendor Class.
7. Select the Credit Terms for this vendor.
8. Enter in as much information about the vendor as possible.
9. Click OK.