Easy-Commission

Vendor

A vendor is typically an organization or individual that supplies goods or services to a company. This screen provides information about the vendor's address, phone number and other miscellaneous details. The vendor hierarchy is displayed based on the respective vendor levels.

The vendor menu lets you quickly create, and view the vendor's information. You can sort and filter vendor information using standard and custom list views provided below the Title in a page. In addition, this page lets you copy, and delete, edit the vendor's information.

You can click Master Data ? Vendor menu item to display the "Vendor" page. This page will list all the Vendor Name, City, Country, Phone, Links to Edit, Copy, Delete option.

Vendor Fields

Here is a description of the Vendor standard fields. Some of these fields may not be editable depending on your page layout.

Field	Description
Vendor Name	Name of the Vendor. Up to 255 characters are allowed in this field.
Address 1	Street Address for the Vendor. Up to 255 characters are allowed in this field.
Address 2	Additional Street Address (Avenue or Suite) for the Vendor. Up to 255 characters are allowed in this field.
City	City portion of the Vendor's address. Up to 255 characters are allowed in this field.
State-Province	State or province portion of the Vendor's address. Up to 255 characters are allowed in this field.
Postal Code	Zip or postal code portion of the Vendor's address. Up to 255 Characters are allowed in this field.
Country	Country portion of the Vendor's address. Up to 255 characters are allowed in this field.
Industry	The industry under which the Vendor falls. For example, Banking, Insurance.
Sub Industry	Type of sub industry under which the Vendor's industry falls. For example, Insurance Brokerage.
Industry Code	Standard NAICS code for the Vendor's Company.
Contact Name	Primary contact name for the Vendor. Up to 255 characters are allowed in this field.
Phone	Phone Number of Vendor.  Up to 255 characters are allowed in this field.
Fax	Fax Number of Vendor. Up to 255 characters are allowed in this field
Mobile Phone	Vendor's Cellular or mobile phone number. Up to 255 characters are allowed in this field.
Email	Email address of Vendor. Up to 255 characters are allowed in this field. Must be a valid email address in the form: sample_randy@cellarstone.com.
Terms	Any terms that you have specifically agreed to and want to track in the contract. Up to 255 characters are allowed in this field. For example, Net10.
URL	URL of Vendor's website, for example, www.acme.com. Up to 255 characters are allowed in this field.
Comments	Comments on Vendor. Up to 255 characters are allowed in this field.

Adding a new Vendor

The user can create new vendor details such as Vendor Name, Address, Phone Number, etc. For example, to add new vendor "Evaluator systems" details, follow the steps given below:

1. Click Master Data menu ? Vendor submenu item. The "Vendor" list page opens.

2. Click on Add New button to create a new vendor. The "Vendor - Add" detail page opens.

3. Type the full name of the vendor in the Vendor Name text box. For example, type the vendor name as "Sample HCS".
4. Type the street or avenue address in the Address1 text box. For example, type the address1 as "254 Tierra Avenue.".
5. Type the suite address in the Address2 text box. For example, type the address2 as "Suite 120".
6. Type the name of the city where vendor's address is located in the City text box. For example, type the city name as "Torrance".
7. Type the name of the state or province where the city of the vendor is situated in the State/Province text box. For example, type the state or province as "CA ".
8. Type the zip code of the city in the Postal Code text box.  For example, type the postal code as "90504".
9. Select the vendor's country name from the Country drop-down. For example, select the country as "United States of America".
10. Type the industry type under which the vendor's company falls in the Industry text box. For example, type the industry type as "Accomodation and Food Services".
11. Type the sub industry type under which the lead's company falls in the Sub Industry text box. 
12. Type the NAICS code for the Vendor's industry in the Industry Code text box. The NAICS code is the North American Industry Classification System. The NAICS numbering system is a two to six-digit code. The first five digits are generally the same in all three countries. The last digit designates national industries. The first two digits designate the largest business sector, the third digit designates the subsector, the fourth digit designates the industry group, and the fifth digit designates particular industries. 
13. Type the name of the person whom to contact in the Contact Name text box. For example, type the name as "Tim Lawrence".
14. Type the vendor's fax number used for communication in the Fax text box. For example, type the fax number as "(704) 654-3778".
15. Type the phone number used for communication in the Phone text box. For example, type the phone number as "(703) 654-3772".
16. Type the mobile number used for communication in the Mobile text box.
17. Type the vendor's email address used for communication in the Email ID text box.
18. Type the payment terms in the Terms text box. For example, type the terms as"Net10 ".
19. Type the company's web address of the vendor in the URL text box.
20. Click Save to save the added vendor details or clicks Save & Next to save and create new vendor details.

Note:

• To update a vendor details, click Edit  icon, and then change the fields you want to update.
• To copy the vendor details from an existing data to create a new vendor, click Copy  icon provided on the list page of vendor.
• To delete a particular vendor details, click Delete  icon provided on the vendor list page.
• To view the particular vendor details, click on the required Vendor Name link. You can also copy, delete and edit the readable mode by clicking the respective buttons provided on the top right of the "Vendor- view" page.
• To sort the column alphabetically/ascending order, click on the required column header and click the column heading a second time, to reverse the sort order.

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