Vendors

Add a New Vendor

• The Vendors module allows vendor details and addresses to be entered and edited.
• The Items tab displays the items that the vendor sells.
• To create a new vendor, click the New button. Each existing vendor is displayed in the search area on the left.
• To import vendors from a spreadsheet or CSV file, click the More button at the top of the item list and choose Import Vendors.
• To create a template file with the correct column headers, click Export Vendors.
• The suggested order of CSV imports for new databases can be found here.
• For a step-by-step tutorial on working with CSV files, check out the CSV video here.
• Below is a list of the CSV columns. All column headers are required. Columns with an asterisk must contain data.
  • Vendor-Name*
  • Vendor-Email
  • Vendor-Cc
  • Vendor-Bcc
  • Vendor-Phone
  • Vendor-Mobile
  • Vendor-Fax
  • Vendor-Other
  • Vendor-Url
  • Vendor-TaxIdentifier
  • Vendor-AcctNum
  • Vendor-Notes
  • Vendor-OnlyShowVendorItemsOnPo*
  • Vendor-PaymentTermName*
  • Vendor-TaxName
  • Vendor-CurrencyName
  • Vendor-DefaultCarrierName
  • Vendor-DefaultCarrierServiceName
  • Vendor-VendorMin
  • VendorAddress-Attention
  • VendorAddress-Name*
  • VendorAddress-CompanyName
  • VendorAddress-Street*
  • VendorAddress-Street2
  • VendorAddress-City* - empty string allowed
  • VendorAddress-State* - empty string allowed
  • VendorAddress-PostalCode* - empty string allowed
  • VendorAddress-Country* - For example, US or United States. Click here to see the list of supported countries and codes.
  • VendorAddress-DefaultBillTo - default is false
  • VendorAddress-DefaultShipTo - default is false
  • VendorAddress-Residential - default is false
  • VendorAddress-Verified - default is false
  • VendorAddressContact-Name*
  • VendorAddressContact-Value*
  • VendorAddressContact-Type*
  • VendorAddressContact-DefaultFlag