Add Supplier

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Overview

• The Add Supplier vendor screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is called by Add New button on the Import Data screen when products are being imported. It allows the user to add a new supplier record "on the fly", rather than using the Suppliers screen.

• To import products via the Import Data screen go to:

Main Menu>Manage My Inventory>Import My Inventory

Description of the Screen

Supplier Name Field

• enter the name of the vendor's company

Address Line 1 Field

• the main portion of the supplier's address, such as building number and street name

Address Line 2 Field

• additional address information for the supplier, such as Suite or P.O. Box

City, State and Zip Fields

• the location and postal code of the supplier's company

Country Field

• the country in which the supplier is located

Supplier Code Field

• this is an arbitrary, but unique value the user can assign to a vendor
• this value is not used by Stone Edge

Phone Field

• the supplier's telephone number

Fax Field

• the supplier's fax telephone number

Toll Free Phone Field

• the supplier's toll-free phone number

Main Contact Field

• the name of the person who works for the supplier and handles your account

Phone or Ext. Field

• the telephone number and optionally the extension of the supplier's main contact person

Main Email Field

• the email address of the supplier's main contact person

QB Account Field

• identifies the QuickBooks account to which the accounts payable information for this supplier is assigned  

Supplier Name Button

• click this button to enter the value of the Supplier Name field in the QB Account field

Notes Field

• enter any miscellaneous bits of information related to the supplier in this field

Standard Purchase Orders

Minimum Order Amount Field

• the minimum purchase amount the supplier accepts

Order Method Radio Buttons

• choose the method by which the order is placed with the supplier

Print For Mailing

Print for Faxing

Fax Automatically

Email Automatically

Template Drop-down Lists

• select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation the appropriate report template from the drop-down adjacent to the selected Order Method

Drop-Ship Purchase Orders

Minimum Order Amount Field

• the minimum purchase amount the supplier accepts

Order Method Radio Buttons

• choose the method by which the drop-ship an order placed with a supplier for an item or items that are not normally stocked by the retailer; the supplier then ships the merchandise directly to the retailer's customer. The retailer never takes physical possession of the merchandise. purchase order is placed with the supplier:

Print For Mailing

Print for Faxing

Fax Automatically

Email Automatically

• or, prohibit the program from sending drop-ship purchase orders to the supplier:

No drop-shipping

Template Drop-down Lists

• select the appropriate report template from the drop-down adjacent to the selected Order Method

Save Button

• click this button to create the new supplier record

Cancel Button

• click this button to abandon the data entered, and exit this screen without creating the new supplier record

Additional Information

Created: 5/30/12

Revised: 6/11/12

Published: 04/13/16