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Create a Vendor Record

Complete the following procedure to create a new vendor record.

1. Navigate to a blank Vendor Information for (vendor) screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Purchasing > Add New Vendor from the main menu to display a blank Vendor Information for screen.

   

2. Enter/edit Vendor information on the screen.

   Note: Required fields and settings are displayed with red borders.

   Vendor Name	Enter the vendor's name.
   FTP Address	Enter the vendor's FTP address.
   FTP User ID	Enter the vendor's FTP user name.
   FTP Password	Enter the vendor's FTP password.
   Dun Bradstreet #	Enter the vendor's Dun Bradstreet number.
   FFL Number	Enter the vendor's FFL number.
   Vendor Expiration Date	Enter the vendor's expiration date (mm/dd/yyyy) or Select a Date with the calendar button.
   Vendor Terms	Enter the vendor's terms.
   Vendor Notes	Enter notes about the vendor.
   Allow Back Orders	If the vendor accepts back orders, check the checkbox.
   Lead Time Days	Enter the number of days needed to process an order before shipping.
   Is Transfer Agent	If the vendor is a transfer agent, check the checkbox.
   Is Manufacturer	If the vendor is a manufacturer, check the checkbox.
   Customer #	Enter the vendor's customer number.
   Shipping Break Minimum	Enter the vendor's shipping break minimum.
   Addresses	If an address record is not needed, click its Close (red X) button to close it. If an additional address record is needed, click the Add (green +) button to open it.
   	Preferred	If this address record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	Address 1	Enter the first line of the street address.
   	Address 2	Enter the second line of the street address (if applicable).
   	City	Enter the city.
   	State	Enter the two-letter abbreviation for the state.
   	Zip	Enter the ZIP code.
   Phones	If a phone record is not needed, click its Close (red X) button to close it. If an additional phone record is needed, click the Add (green +) button to open it.
   	Preferred	If this phone record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	Voice	If this phone number can receive voice calls, check the checkbox.
   	Text	If this phone number can receive text messages, check the checkbox.
   	Phone Number	Enter the entire (xxx-xxx-xxxx) phone number.
   Emails	If an email record is not needed, click its Close (red X) button to close it. If an additional email record is needed, click the Add (green +) button to open it.
   	Preferred	If this email record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	Email Address	Enter the entire email address.
   Web Sites	If a website record is not needed, click its Close (red X) button to close it. If an additional website record is needed, click the Add (green +) button to open it.
   	Preferred	If this website record is the preferred method of contact, check the checkbox.
   	Type	Select the appropriate value from the drop-down menu.
   	URL Address	Enter the website's URL address.
   Contacts	If a contact record is not needed, click its Close (red X) button to delete it. If an additional contact record is needed, click the Add (green +) button to open a blank Contact Information window. To view or edit an existing contact record, click the record's View button to display the contact's Contact Information window. Note: Refer to Manage a Vendor's Contacts for more information.

3. Click the Submit Changes button to display a save confirmation window.
4. Click the Close button to close the confirmation window.
5. Click the tab's Close button to close the screen.