Vendor

A vendor is a person or company that the entity is purchasing goods or services from. The vendor record contains basic biographical information as well as 1099 and New Hire reporting information. The 1099 fields are based on the IRS guidelines.  The New Hire Reporting flags are used for vendors that need to be reported to the Ohio Department of Job and Family Services.

The vendor number will be automatically assigned to the next available number on file unless you override the auto assign by entering a desired vendor number.

Check name and address fields are used if payment should be sent to a different name/location than the purchasing information.

Create

1. From the Core menu select 'Vendor' 
2. Click on 'Create'

3. Enter in desired information into the vendor

   Vendor name and number are required. The number will be automatically assigned for you unless you fill in a vendor number.

4. Click on Save to post the vendor to the system.

Query

The vendor query allows you to search for existing vendors on the system. Click on the vendor number on any row of the query results to view, edit or delete a vendor.

Please refer to the Query chapter for more details on how to use the query capabilities of the software.

Edit 

Click on the Edit button while viewing the record to edit the vendor information.  Only fields that are allowed to be edited will be displayed

Delete

Click on the Delete button while viewing the record to delete vendor information. A confirmation box will appear and you will be asked to confirm that you really do want to delete this vendor.