Creating New vendor

From the main menu, click on Organization--> Vendor--> Add new vendor.

Now let us go over the general tab.

 

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  • Name and Billing Address are mandatory, as they are printed on the cheque.
  • Mailing address should be entered, if it is different from the billing address.
  • Requires PO indicates if the number of the corresponding PO is mandatory when creating invoice manually.
  • Additional Approval means that PO issued for this vendor should be approved, even if it is within price limit.
  • Registration Number is used to store vendor’ registration ID (for example, GST #).
  • Max Units per month shows capacity of the vendor: how many units this vendor can work on within calendar month.
  • Term shows a number of days to be added to the invoice date when calculating Due Date of the invoice:
  • Default (empty) – immediate, i.e. Due Date is equal Invoice Date
  • Net 15 – Due Date is Invoice Date + 15 days
  • Net 30 – Due Date is Invoice Date + 30 days
  • Net 60 – Due Date is Invoice Date + 60 days
  • Net 90 – Due Date is Invoice Date + 90 days
  • Max Units per month
  • Suspension Date is updated by the system to the date when the vendor is cancelled. Important notes:
    • Cancelled vendor will not be selected in Inspections and Invoicing modules.
    • Cancelled vendor can be resumed, in which case suspension date becomes empty.

 

Services performed by vendor

 

Services performed by the vendor are listed here:

 

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Based on this list, vendors are selected to perform the work identified during unit/building inspections.

 

 

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