Manage the Vendor List

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

eGrow Connect stores information for each vendor to be easily accessed and assigned to purchase orders and growing profiles.

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.

Vendor Tabs Detail Description

General Account No.: Number the vendor uses to identify your nursery as a customer VendorID: An auto-generated number to identify this vendor in the eGrow Connect system Vendor Type: Select a vendor type classification from the options managed in System Setup > Purchasing > Vendor Type Status: Select if this vendor is Active or Discontinued Company Info You can update or edit the primary company 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 set up payment terms Tax ID/Vat #: Enter the vendor's Tax ID or Vat # Tax Ref.: Additional reference note on tax information Tax Scheme: Select a tax scheme Currency: Select the currency used with this vendor Default Contact Enter information for the primary contact person for this vendor. You can enter more contact information in the Contacts tab. Other Info Discount: Default discount percentage this vendor has extended to you Ship Method: Select a ship method used with this vendor from the options managed in System Setup > Sales > Ship Method. Notes Here you will write any internal notes you want to keep about this vendor as well as an external notes you wish to carry forward to new purchase orders created. Contacts Click Add New Contact to create new records. Click Delete Contact to remove the highlighted contact. You may also update existing contacts by clicking into the cell needing updated and typing in a new value and pressing Enter to commit the change. Check the box for Is Sales Rep if you wish for the contacted to be selectable as the rep on master and single purchase orders. 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 with the links on the bottom bar. Click Add or add a new product item size you will purchase from the vendor, or click to remove association of the highlighted item from the vendor. History This tab shows a list of Open and Completed purchase orders connected to this vendor. You can select an order then click Open Order at the bottom of the right pane to open the highlighted purchase order in a popup window to view it's details. Email Log This tab will keep track of emails sent to this vendor using the Email tool in eGrow Connect found on the taskbar menu within purchase orders.