Adding a New Vendor
Overview:
Vendors are organizations external to your own that you
support and interact with. A vendor record should be added for each
external user that will be purchasing products/services. This function
allows you to add new vendors into the HelpSTAR System via the New Vendor form
(shown below).
1. Main Tab:
- Name: Enter the name of the vendor you wish to
add. This field is required.
- Company Type: Select whether the vendor you are
adding is also a Manufacturer.
- Manufacturer: The Manufacturer Company
Type is a company who creates a product and/or offers a service.
- Vendor: The Vendor Company Type is a company
who is selling the manufacturers’ product/service.
- Other: This drop down field is populated with Company
Types that have been created via User Defined Fields.
- Telephone: Specify telephone number for this
vendor.
- Fax: Specify a fax number for this vendor if one
is available.
- Street - 1: Specify Street number and street
name for this vendor.
- Street - 2: Specify additional street information for
this vendor.
- City: Specify name where the vendor is located.
- State: Specify State/Province where the vendor is
located.
- ZIP/Postal Code: Specify Zip/Postal code of the
vendor.
- Country: Specify country where the vendor is located.
- Memo: Enter any additional information which you feel
is relevant to this vendor.
2. Vendor Products:
Vendor Company Type is required for Purchase Order functionality. When a
Company is designated as a ’Vendor’ then a tab appears on the New Company (or
Edit Company) form, as shown below.
This screen allows you to add/select products/services that the vendor
company provides, as well as enter a value for each product in the ”Price”
field.
You can add as many products as needed by clicking on the ’Next’ button after
each entry. Once you have entered all products that this vendor offers, be
sure to click the Save button to save the modifications.
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See Also:
Manage
Existing Vendors
Manage
Existing Products
Adding New
Products
Company
Properties