43 lines
No EOL
1.7 KiB
Cheetah
43 lines
No EOL
1.7 KiB
Cheetah
<!-- TMPL_INCLUDE NAME="help-top.inc" -->
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<h1>Creating a vendor</h1>
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<ul>
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<li>Search for the vendor you want by using the 'Vendor Search' at the top.</li>
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<li>If 'no results found', click on 'New Vendor'.</li>
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<li>Enter the contact information for your vendor
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<ul>
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<li>
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<span style="background-color: #ffff99">
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TIP: Only the 'Company Name' is required but the more contact information you provide, the easier it will be to contact vendors when necessary</span></li>
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</ul></li>
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<li>Enter additional infomration for your vendor
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<ul>
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<li>Active/Inactive<br/>
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<ul>
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<li>Orders can only be placed against Active vendors.</li>
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<li>
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<span style="background-color: #ffe599">
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TIP: Mark vendors inactive if you no longer order from them or if they merged with another vendor, but you want to keep the data of your orders with them</span></li>
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</ul></li>
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<li>Preferred publishers<br/>
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<ul>
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<li>This is for information only and is a space where you can record what the vendor sells</li>
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</ul></li>
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<li>List Prices/Invoice Prices<br/>
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<ul>
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<li>If using multiple currencies you will need to pick which currency the totals are in when listed by the vendor and on the invoice.</li>
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<li>
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<span style="background-color: #ffe599">
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TIP: Some vendors will list the prices in their own currency, but bill in your currency</span></li>
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</ul></li>
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<li>Discount<br/>
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<ul>
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<li>Some vendors will offer a blanket discount to all orders placed with them, this will be calculated from their list price.</li>
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</ul></li>
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<li>Notes
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<ul>
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<li>Include any notes that you may want to record for internal purposes.</li>
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</ul></li>
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</ul></li>
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</ul><!-- TMPL_INCLUDE NAME="help-bottom.inc" --> |