- 5.1. Vendor List
5.1.2. Search Vendors - 5.1.1. Create a new Vendor
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5.1.2. Search Vendors
There are two ways to search the Vendor database. The first option is from the main navigation menu and the second is from the Search Vendors icon in the Vendors List window. Both options open the exact same search input window.
To search the vendor list from the main navigation menu, click on Vendors, Vendor List then select the Search for a Vendor option.
VendorSearchMenu.JPG
To search for a vendor with the Search Vendor icon, click on Vendor, Vendor List then click on the Search Vendors icon.
VendorSearchIcon.JPG
The Search Vendors window
VendorSearchWindow.JPG
| Field | Description |
|---|---|
| Vendor Name | Enter the name of the vendor. As you type, any existing vendor names that match the character string will be displayed in the drop down selection box below the Vendor Name field. If your vendor name appears you can click on the name in the list and click on the search button to access the vendor. If the drop down box with matches does not appear, then that entry does not exist in your database. |
| Account Number | If you use vendor account numbers in your vendor database, you can search by entering the number here |
| Vendor Number | If you use Vendor Numbers in your vendor database, you can search by entering the numbers here |
| Located In | Select the State or Province name to search the database. Any vendors having the selected State or Province in their address will be displayed. |
| Country | Select a Country from the selection list and any vendors having this Country will be displayed |
| Tax ID | Enter a tax id number and the vendor database will be searched on that id |
| Discount ID | Enter a discount id and the vendor database will be searched for that number |
| Customer Currency | If multiple currencies are defined, you can search for vendors that have that currency defined |
| Default Order Method | Select the default order method to search for and any vendors with your selection will be displayed |
| 1099 Vendor | This check box will display any vendors that have been flagged as 1099 vendors |
| Deposit Required? | This check box will display any vendors that have the Deposit Required flag set |
| Misc Vendor Fees | Selecting any of these items will search the vendor database for vendors that have miscellaneous vendor fee's defined |
After entering your search criteria, click on the Search button. If any matches are found, they will be displayed as shown below in the Vendor List
VendorSearchResults.JPG
- 5.1.2. Search Vendors
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5.2. Receive and Pay Bills