Create a New Vendor

You can track and maintain seller information using the Vendor module in TMS. To create a new vendor, follow these steps:

1. From the Modules menu, select Vendors > New.

2. In the Vendor ID field, enter a unique vendor identifier.

   Some organizations use an abbreviated form of a vendor's full name, for example, AMEQUIP could be the vendor ID for American Equipment Manufacturing.

3. In the Name field, enter a vendor name.

   This is where you would enter the full name of the vendor, for example, American Equipment Manufacturing.

4. From the Status drop-down menu, select the status of the vendor.

5. Select any of the following check boxes:

   • Manufacturer – Select this check box to designate the vendor as a manufacturer. This allows this vendor to be returned by queries where the user is searching for a manufacturer and allows the vendor to be associated as an asset's manufacturer.

   • Warranty/Service – Select this check box to designate the vendor as a warranty or service provider. This allows this vendor to be returned by queries where the user is searching for a warranty or service provider and allows the vendor to be associated as an asset's warranty or service provider.

   • Utility – Select this check box to designate the vendor as a utility provider. This allows this vendor to be returned by queries where the user is searching for a utility provider and allows the vendor to be associated as an asset's utility provider.

6. Enter values in the Mailing Address and Shipping Address fields.

7. Enter Purchase Order Information in the following fields:

   • Tax - If you set up tax rates when you create purchase orders, the selected vendor tax rate appears and is calculated on your purchase orders.
   • Currency - Select a value for vendors who use currency other than the dollar.

   • Terms - Select a value to specify the vendor's terms for purchases.

   • Min Order - Enter the minimum dollar value of an order accepted by your vendor.

   • FOB - Select a value to designate the point at which the title to goods transfers. It does not relate to freight charges.

   • Ship Via - Designate how orders from this vendor come to you, for example UPS, Federal Express, standard US Mail.
   • Freight - Select a value to indicate who is responsible for paying the freight for the orders.

   • Federal ID - Enter the Federal ID number for the vendor contact.

8. Click Save.

   Your new vendor is now part of the TMS database and you are returned to the Vendor Edit page where you can add vendor contacts, asset contracts, material items, and model numbers associated with your vendor. You should see the unique Vendor ID in the upper-left corner of the page.