Vendor Information
Vendor Profile
Date Vendor Added - (OPTIONAL) By default it will be the current date, however you may change the date from the drop down.
Sales Representative - (OPTIONAL) Select from the drop down the Sales Representative that added this Vendor to the database or if you assign Vendors to Sales Representatives. If a Sales Representative does appear in the drop down you may add it. It will be added to the Sales Representatives database.
Vendor # - (REQUIRED) This field will be self-generated by using the first letter of the Last Name and the first Letter of the First Name added to the incremented value of the total number of Vendors. You can change this by either entering your own unique value when adding the Vendor.
Last Name - (REQUIRED) Enter the last name of the Vendor.
First Name - (REQUIRED) Enter the first name of the Vendor.
Title - (OPTIONAL) Select from the drop down the title for the Vendor.
Company Name - (OPTIONAL) If your Vendor is a company then enter the company name here.
ATTN - (OPTIONAL) If your Vendor has a POC other than the Individual above then enter the point of contact for the company here.
Phone 1 # - Phone 2 # (OPTIONAL) Enter the phone numbers for the Vendor. Formatting the phone number is left up to you.
Ext - (OPTIONAL) Enter the extension for the Vendors phone if he/she has one.
Fax # - (OPTIONAL) Same as Phone 1 #.
Cell Phone # - (OPTIONAL) Same as Phone 1 #.
Email Address - (OPTIONAL) Enter the email address of the Vendor.
Website Address - (OPTIONAL) Enter the Vendor website address. It can be entered with or without the http:// prefix. (Both http://www.bls-software.com and www.bls-software.com are acceptable.)
Taxes
Vendor Charges Tax - Check this box if the Vendor charges taxes purchases.
City Tax Rate (%), County Tax Rate (%), State Tax Rate (%) - (OPTIONAL) Enter the default tax rate to be used for figuring taxes on Invoices, etc. If you do not wish to enter the tax rate here you can do so in the Vendors database for each Vendor. This is also true for Vendors. Enter the value as a decimal. i.e., 6.5% tax rate would be entered as 6.5 not .065. Make sure you enter the decimal where you want. Entering a value like 65 will be saved as 65%.
Comments
Comments - (OPTIONAL) Enter any information you wish to add for the Vendor in this field. Note that this information is printed on the Vendor List.
Buttons
Save - Saves any changes you made and returns to the Main window.
Cancel - Cancels any changes you made and returns to the Main window.