Manage a vendor

Open a vendor record to update its details, review contacts and transactions, start a related transaction, or make the vendor inactive. Open Menu and select Payables > Vendors.

Before you begin

You need an existing vendor. See Create a vendor.

Edit a vendor

1. Open Menu and select Payables > Vendors.

2. Select the vendor.

3. Select Edit.

4. Update the applicable identifying information, Billing and shipping addresses, or Financial details.

5. Select Update.

Changes to vendor defaults apply when you create new transactions. They do not replace values already stored on existing transactions.

The vendor page also contains these tabs:

• Overview shows vendor identity, addresses, financial defaults, and balances.
• Contacts shows contacts associated with the vendor.
• Transactions shows transactions associated with the vendor.

Start work from a vendor

Open the vendor and use More actions to perform an available task:

• Create purchase order starts a purchase order for the vendor.
• Create vendor bill starts a vendor bill for the vendor.
• View vendor statement opens the vendor statement report for this vendor.
• Create contact creates a contact associated with the vendor.
• Create PDF or Send by email produces or sends vendor information when needed.

Make a vendor inactive

Make a vendor inactive when you need to retain its history but prevent new transactions.

1. Open the vendor.

2. Select More actions > Set as inactive.

3. Confirm the action when prompted.

Existing transactions remain available. QuickStart prevents new transactions and updates that would use the inactive vendor.

To use the vendor again, open the record and select More actions > Set as active.