1. EverLogic Knowledge Base
  2. System / Installation / Setup

Adding A New Vendor

A Vendor may need to be added as multiple types of Vendor's; i.e. as a Manufacturer and as a Warranty. Company.

 

1. Navigate to the System Setup Tab and select Vendors

2. Click New

3. Complete the New Vendor Form, all bolded fields are required

IMPORTANT:  Don't forget to mark the "Active" Box.

4. Access the QuickBooks Tab

5. Add the Term and the AP Account, as it applies to the Vendor

6. Save

NOTE:  Vendor may need to be added as a Vendor and as a Warranty Company.

VERY IMPORTANT:  If the Vendor is also a Customer, such as a consigner, add a number or symbol to the Company Name, as QuickBooks will not accept a Customer and a Vendor with the same name.

EXAMPLE:  

 

 

Related Articles: 

Consignment Process

Consignment Sales with Liens, Owned and Split