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:

• 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