· Vendor

The vendor folder holds all of the contact information as well as the vendor's address. From this screen you can email a vendor directly using our internal email feature (the letter icon) or, if your computer system is set up with Net Phone or other telephony, you can use the phone icon to dial the contact.

Vendor Folder 00:53

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· Profile

The Profile Folder holds the pertinent information for the vendor. Terms, credit limit and Federal Tax Id number, among other information, can be found here.

Profile Folder 01:53

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· Invoices

Invoice and vendor history are located within the Invoices folder. Here you will see the aging and current balance. To see the details of an invoice, you need only to double-click on the line you would like to view. The Details button toward the top right-hand corner of the screen will display more of a detailed history and provides filters by which to sort through the information.

Invoices Folder 01:01

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· Line Card

The Line Card folder creates a relationship between this vendor and the material they sell. In addition, print groups may be created in order to quickly locate specific items. Here we see all of the items sold by the vendor in order according to the product or part number.

Line Card Folder 00:28

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· Purchase Orders

The complete PO history will be shown here in the POs folder. The number, destination and status will be noted here. You can access any one of these records directly by double-clicking on it.

PO's Folder 00:16

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· Warranty Returns

The Warranty Returns Folder enables you to view all warranty returns for this vendor as created through inventory. The listing will display a description of the part and status of the return. You can easily bring up the original return record right from this folder by simply double-clicking on the record.

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· Insurance/Liability

Store all of your insurance certificate information here in the Insurance/Liability folder. The expiration date can be set to notify users when the current certificate will expire. Here we see there is only 9 days left on this certificate. A notes field is provided for any additional information (certificate number, etc.).

Insurance Folder 00:16

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· Documents

The documents folder will allow files to be attached to the vendor master record. You can store letters, memos, digital pictures and events. There are also sample templates that will allow you to create text documents or do a mail merge, importing the vendor information (name address, etc) directly into the document. The documents function uses the word processing programs you are already familiar with so there is no need to learn yet another program.

Notes/Documents Folder 00:15

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