Vendors

A vendor can be set up and selected for each inventory item, just as a customer is selected for each reservation.  However this is completely optional.  You can skip the vendors completely, or you can just use them for occasional reference, or you can fully utilize the support for vendor purchase orders.

Vendor Setup

This function is accessed through Maintenance / P.O.S. Inventory Setup / Vendors.  A list of vendors is shown, with buttons to Add, Edit, Copy, or Delete vendors.  Double-clicking on a vendor in the list will also edit it.

You can also print the entire list, or print a Form for any vendors selected, by clicking the Print List or Print a Form button.  If the Print a Form button is clicked, the Select Form dialog will allow you to choose which form to print for each selected vendor (assuming any Forms are defined with Vendors as the base table).

Edit Vendor

The Edit Vendor dialog for adding and editing vendors is nearly identical to the Edit Customer dialog, but vendors don't have as much detailed information.  Likewise, the dialog for Find Vendors is basically the same as Find Customers.    In addition, there is a button on the Edit Inventory dialog to add new vendors.

This dialog has the standard Previous and Next buttons, Add New, Delete, Find, and Print buttons at the top just like the dialogs for Customer Details, Reservation Details, and Site Details.

You can print an entire vendor record or a vendor envelope or other form with the Print button.  This opens the Form Selection dialog, which gives you the option to print a grid or a form.  The grid format prints a simple table with each field name and value.  You can also choose to print any Form defined for this type of record, which allows you to easily access any custom form you've created for vendors.

Vendor Fields

Only a couple unique fields need to be covered here -- see the Edit Customer and Find Customer sections of the main documentation for general information on operating these dialogs.

Tax ID -- This field is for your reference only.  This is generally the tax ID given to you by the vendor, and can be recorded here for reporting purposes when printing a vendor list.

Purchase order notes -- This field is only used when printing purchase orders.  Any reference information you need to include on your purchase orders when ordering from this vendor can be entered here.  While this information is entered separately for each vendor, it's common to include a standard set of information here also.  This might include notes about shipping preferences, billing contact person and billing address, etc.  It's recommended that you use the "..." button to open the multiple-line editing window, so you can format the information the way you want it to appear on your purchase orders.

Avoid Duplicate Vendor Names

Every vendor should have a different Company Name, since that's how they're identified for inventory items.  If you happen to have two vendors with the same company name, figure out something to put in the Company Name field of one of them to make it different (e.g. just "Inc" instead of "Inc." with a period).