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Home > Price List > Price List How To's > Setting up Vendors

Setting up Vendors


  1. Go to Maintenance > Production > Vendors to open your vendor list. 

  2. Click New to add a vendor or click the Edit icon in the Details column to modify an existing one.

  3. Complete the following fields in General Information section:

    • Account Number - Enter your account number with this vendor.

    • Vendor Number - Enter your internal vendor number, if applicable.

    • Vendor Name and Address - Enter the vendor's name and address.

    • Notes - Enter any notes related to this vendor.

    • Phone  - Enter the vendor's phone and fax numbers.

    • FTP Information - Enter the FTP details for the vendor, if applicable. Note: Production features are not available in Stratus Express.

  4. For each vendor, you can also make the following selections:

    • Automatically attach PO - Production features are not available in Stratus Express.

    • Export to ROES - Production features are not available in Stratus Express.

    • Automatically assign Order NumbersProduction features are not available in Stratus Express.

  5. When finished, click OK to save the vendor details.

  6. To maintain your vendor list, you may also want to:

    • Delete a Vendor - Highlight the vendor and click Delete on the ribbon.

    • Rearrange the List - Highlight a vendor and use the Move Up and Move Down tools on the ribbon.

    • Hide Inactive Vendors - Click Hide Inactive on the ribbon to hide (or reveal) any inactive vendors.

    • Print the List - Click Print on the ribbon to generate a printed report of your vendors.

    • Export the List to Excel - Click Export to Excel to export an Excel file that you can download.

  7. Close the vendor list when finished.



See also


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