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Vendor Information for (vendor) screen

The Vendor Information for (vendor) screen allows the user to create and modify a vendor record.

Use the Vendor Information for (vendor) screen

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

   

2. Complete one of the following procedures as appropriate to display the Vendor Information for (vendor) screen.

   • Select Purchasing > Add New Vendor from the main menu to create a new vendor record.
   • Select Purchasing > Select Vendor from the main menu to modify an existing vendor record.

   

3. Complete the desired procedure(s) with onscreen features.

   Vendor Information fields

   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.

   Contact Information fields:

   Note: Required fields and settings are displayed with red borders. First Enter the contact's first name. Last Enter the contact's last name. Title Enter the contact's title. 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.

   • Create a Vendor Record
   • Modify a Vendor Record
   • Manage a Vendor's Contacts