The Vendor Management program allows you to add, change, delete and clone vendors for the RecTrac Point of Sale and MainTrac modules.
Note: Field names on the screen with red labels* are required by the screen design you are using. Mandatory fields in the default Vermont Systems design are noted where appropriate. Your design and mandatory fields may vary.
Buttons on the screen…
Click Save to save your changes. You will return to the Vendor Management DataGrid.
Click Cancel to return to the Vendor Management DataGrid without saving your changes.
Click Previous or Next to continue to the next tab on this screen. (i.e. If you are on the Core screen, click Next to continue to the Additional Email Contacts screen.)
Core
Vendor ID Code (PSVENDOR_VendorIDCode)
If you are creating a new vendor, enter your Vendor Code in this field. Codes may be alpha and/or numeric. This is a mandatory field for the default Vermont Systems design. Your design and setup may vary.
If you are updating an existing vendor you will not visit this field.
DeletePermissions (PSVENDOR_Permissions)
Slect the Permissions code(s) you want to apply to this vendor.
Permissions allow you to control which users can view, add, modify, and/or delete records on browsers and picklists, etc. These are called Access Rights and they are maintained on the Table Permissions tab of the Permissions profile
Note: You can leave this field blank if desired. When this field is blank the system skips the Permissions check for this record. In that event all users will have access to this record provided their Access Rights for the module allow for it.
Address 2 (PSVENDOR_Address2)
Enter the vendor's 2nd-line mailing address in this field, if applicable.
DeleteState (PSVENDOR_State)
Select this vendor's state or Pprovince. This list is populated by the entries in the 'State' Option List field on the Static Parameters profile • Misc Settings group.
DeleteCountry (PSVENDOR_Country)
Enter the country or country code for this vendor in this field, if desired.
DeletePrimary Phone Number (PSVENDOR_PrimaryPhoneNumber)
Enter the vendor's primary phone number in the field.
DeletePrimary Phone Extension (PSVENDOR_PrimaryPhoneExtension)
Enter the vendor's primary phone number extension in this field, if applicable.
DeletePrimary Email Address (PSVENDOR_PrimaryEmailAddress)
Enter the vendor's primary email address in this field. This field will accept one (1) email address only.
Additional email addresses may be linked to a vendor using the Additional Email Contacts tab.
DeletePrimary Phone Type (PSVENDOR_PrimaryPhoneType)
Select the phone type for the primary phone type entered, if desired.
Phone Codes are maintained in System Code Maintenance. Code Type = Phone Type.
DeleteLast Purchase Date (PSVENDOR_LastPurchaseDate)
You will not visit this field.
This field displays the date on which items linked to this vendor were last received into Inventory.
DeleteFeatures (PSVENDOR_Features)
Select any Features that you want to link to this vendor. Vendor features allow you to link extra information to a vendor, such as but not limited to: Online Retail Only, Free Shipping, etc.
This is a reportable field.
Vendor Features are maintained in System Code Maintenance. Code Type = Vendor Feature.
DeleteComment Text (PSVENDOR_Comments)
Enter any additional comments that you wish to link to this vendor.
For example, you might enter 'Pool supplies and chemicals' for a vendor that deals in pools and accessories.
DeleteAdditional Email Contacts
(PSVendorUpdate_SAEmailAddressDataGrid)
The Additional Email Addresses DataGrid displays any/all extra email addresses you want to link to this vendor.
Generally speaking, the email addresses here should not be listed elsewhere on the vendor. These are used as alternate addresses, and they should not be confused with the Primary Email Address you entered on the Core Settings screen.
Buttons on the DataGrid....
Click Add Email to continue to the Email Address Update screen to add an additional email address for this Vendor.
Highlight/select an existing record and click Change Email to continue to the Email Address Update screen to edit the selected email address.
Highlight/select an existing record and click Delete to remove it from the database.
Delete