Setup a vendor list

This is part of the Purchasing Add-on Module or the Production Add-on Module.

You can keep a list of vendors you work with. For each vendor you can store defaults, contacts, product lists, and more. Once the list is completed you can use the vendors’ defaults on all purchase orders in the future.

To setup your vendor list:

1. Navigate to Purchasing, then click Vendors.
2. Click Add in the taskbar, to add a new vendor to the active vendor list.
3. Complete the vendor name and address fields then hit Add.
4. Add more information about the vendor by clicking through the General, Contacts, and Products tabs. See detailed descriptions of each tab below.
5. Repeat until all of your vendors are represented.

General Account No.: Number the vendor uses to identify your nursery. VendorID: An auto-generated number to identify this vendor in the eGrow Connect system. Vendor Type: Select a vendor type. Vendor types can be adjusted in system setup. Status: Select if this vendor is Active or Discontinued. Company Info You can update or edit the primary name and address information here Financial Info Credit Limit: Enter your credit limit with this vendor. Payment Terms: Select the payment terms from the list. You can adjust the payment term options in System Setup > Sales > Payment Terms. Tax ID/Vat #: Enter a Tax ID or Vat # Tax Ref.: Additional tax information Tax Scheme: Select a tax scheme. You can adjust the tax scheme options. Currency: Select the currency used with this vendor. Default Contact Enter the contact information for the primary contact with this vendor. You can enter more contact information in the Contacts tab. Other Info Discount: Discount percentage this vendor has extended to you Ship Method: Select a ship method used with this vendor. You can adjust ship method options in System Setup > Sales > Ship Method. Notes Write any internal notes you want to keep about this vendor. Contacts Add New Contact or Delete Contact additional contact information related to this vendor. Products Products included on purchase orders with this vendor will be automatically added here when the purchase order is posted, but you may also make manual adjustments to the list at the bottom with the Add or icons. History This tab shows a list of Open and Completed orders connected to this vendor. You can select an order then click Open Order at the bottom of the right pane. Email Log This tab will keep track of emails sent to this vendor using the Email tool in eGrow Connect.