Add Vendor Wizard

The Add Vendor wizard guides you through the process of creating a master vendor record.

To add a vendor

Click the Vendor Information Tab tab and type a new Vendor ID, or select AUTO from the list. If nothing is typed, an automatic ID will be assigned. Your system must have auto-generated IDs for vendors defined in order to use the automatic ID feature.

Note: Vendor IDs must not contain spaces.

Type a Name, Customer Number, and select Vendor Groups according to your library’s practices. Select values for the other fields. For more information about the vendor fields, go to the Vendor Information Tab topic.

Click the Extended Information Tab: Vendors and type any Notes or Comments about this vendor.

Click the Addresses Tab: Vendors, and type up to three addresses for this vendor. Indicate which addresses are for Accounting, Ordering, and Service. For more information about vendor addresses, see the tab topic.

If you will be placing EDI orders with this vendor, click the EDI Address Tab and type the EDI address values. For more information about EDI address values, see Getting Started with EDI.

Click the Vendor Cycle Information Tab. The Library and Fiscal Cycle fields display the defaults selected in Session Settings. Type values in the Order Claim Period and Order Cancel Period fields. For more information about vendor cycle selections, see the tab topic.

Click the Deposit Account Tab and type a Deposit Amount and Percent Encumbrance Allowed. For more information about vendor deposit accounts, see the tab topic.

Click the Discount Table Tab, click a Discount Type, click Create Vendor, and type values in the displayed discount table. See the tab topic for more information.

Click Create Vendor, and a Record Created dialog box appears. Click OK.

After creating a vendor, you can click one of the following options.

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Modify Vendor after you make changes to the new vendor

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Create Another Vendor to add another new vendor

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Close to exit the Create Vendor wizard