Supplier (Vendor) master
‘Suppliers’ (aka Vendors) enable you to manage interactions and transactions between your business and your Suppliers.
Suppliers are trading partners and the central element of the Purchasing/Supply Chain activities in the system.
From the Supplier Master you can track the respective AP balances, credit terms, and credit status.
If you don’t have all of the fields (or the functionality) you need on the Supplier Master, you can add Custom Fields to store and use additional data. Data from Custom Fields on the Supplier Master can be inherited by child Documents (e.g. Purchase Orders) See 'Customization'.
If you have only one Main Contact, it's the default Contact, and Billing address. You can add additional Contacts, and Billing addresses from the Action dropdown on the Supplier Master.
Alternatively you can import Contacts (including Shipping addresses) using the Import Contacts sheet which you'll find under Import Data in Setup.
You can view your Contacts, and Shipping addresses on the Contacts tab.
You can find your Contacts, and Shipping addresses using the Find Actions.
The creditor balance derived from Accounts Payable.
Manually set the value of the agreed credit limit.
Stores preset information inherited by transactions:
- Default Trading Information (Tax code and ID, Site, Terms, Price List, Shipping, Check info)
- Bank Details
- Minimum Order Value
List find and review all transactions.
Send and receive emails from Outlook, Google and other mail systems. Email is automatically filtered at the Supplier contact level, so you only see and can send emails related to the Customer and its contacts. See ‘Email’.
Notes are free text areas. Notes are saved with the author (owner) and time/date stamp.
Track events and tasks.
Search and review Memos. See ‘Memos’.
Look for the Paperclip Icon on the header
Attach or link files and Documents. See 'Attachments and Linking'.
Set the thresholds for each category. Go to, Supplier>Configure>Manage 1099 Categories.
The Threshold relates to the amount paid to a Supplier; if the amount is greater than the specified Threshold the associated Supplier will be included in the 1099 Tax Report.
For official guidelines on 1099 Thresholds see:
To recognize and track a 1099 Supplier go to,
Supplier>Profile>Trading Information>1099 Supplier, and check the box.
If the 1099 Supplier box is checked, this Supplier will then be included in the 1099 Summary and Detail reports.
Go to, Reports>Standard Reports>US Tax>
As well as creating transactions, e.g. Purchase Order, or adding a Contact, Payment, or Shipping Address you can: