How to Modify a Vendor

Vendor accounting, banking and/or purchasing information can be edited in the respective sections of the Vendor Edit screen.

The following section may be edited when modifying a vendor:

•Accounting Information

•Banking Information

•Purchasing Information

Use the following steps to modify a vendor:

1. Click on the Business tab, click Vendor, and select Vendor Management.

          2. If applicable, enter the Vendor name or number.

          3. Click on the Search button. All related results will display in the grid.

Note: If necessary, perform an advanced search. Refer to Advanced Search for more information on this section.

4. Click on the Action drop-down menu beside the corresponding vendor and select Modify.

Accounting Information

5. If applicable, in the Accounting Information section, update the Vendor Name.

Note: Click here to skip steps related to Accounting Information.

The Vendor Number field cannot be edited. 

This field is not mandatory when the Miscellaneous Vendor selection box is selected.

          6. If applicable, update Vendor Address 1.

Note: This field is not mandatory when the Miscellaneous Vendor selection box is selected.

          7. If applicable, update Address 2.

          8. If applicable, update the City.

9. If applicable, to update, click on the Country drop-down menu to select an option. CAN-Canada is selected by default.

10. If applicable, to update, click on the Province drop-down menu to select an option. ON- ON (Ontario) is selected by default.

11. If applicable, update the Postal/Zip Code and/or  Zip Code Ext. 

12. If applicable, update the Pay to Vendor # or click on the Search icon to search for a Vendor.

Note: Refer to How to use Vendor Search for more information on how to use this feature.

This field is not available when the 'Pay to' Vendor Type and/or Miscellaneous Vendor selection boxes are selected.

13. If applicable, update the Phone (Country/Area/Number) and Ext.

14. If applicable, update the Fax (Country/Area/Number).

Note: This field is mandatory when the Fax radio button in the Preferred Payment Notification section is selected.

15. If applicable, to update, click on the Forex drop-down menu to select a option.

16. If applicable, to update, click on the Vendor Security Code drop-down menu to select a option.

17. If applicable, to update, click on the Type Code drop-down menu to select an option.

18. If applicable, update the HST Number.

19. If applicable, update the Accounting Contact.

20. If applicable, update the Accounting Email.

Note: This field is mandatory when the Email radio button in the Preferred Payment Notification section is selected.

21. If applicable, update the Website.

22. If applicable, update the User Defined Field 1.

23. If applicable, update the User Defined Field 2.

Note: The following fields are read-only: To Date Orders, To Date Purchases, To Date Payments, Outstanding Orders and Outstanding Invoices.

24. If applicable, update the Preferred Payment Notification section, select one of the following radio buttons: Email, Fax or Hard Copy (selected by default).

25. If applicable, select or deselect any of the following selection boxes: Payments on Separate Cheques, 'Pay to' Vendor Type, Work Management Type and/or Miscellaneous Vendor.

Banking Information

26. To enter vendors banking information, click on the Banking Information chevron to display more options.

Note: Click here to skip steps related to Banking Information.

27. If applicable, click on the EFT Payment selection box. 

Note: The following fields will become mandatory when the EFT Payment selection box is selected: Bank Number, Bank Transit Number and Bank Account Number.

28. If applicable, update the Bank Number.

29. If applicable, update the Bank Transit Number.

30. If applicable, update the Bank Account Number.

31. If applicable, update the User Defined Field 3.

Purchasing Information

32. To enter vendors purchasing information, click on the Purchasing Information chevron to display more options.

Note: Click here to skip steps related to Purchasing Information.

33. If applicable, update the Preferred PO Delivery Method section, select one of the following radio buttons: Email, Fax or Hard Copy (selected by default).

34. If applicable, click on the Quote Only radio button.

35. If applicable, update the Purchasing Contact.

36. If applicable, update the Purchasing Phone and Ext.

37. If applicable, update the Purchasing Email.

Note: This field is mandatory when the Email radio button in the Preferred PO Delivery Method section is selected.

38. If applicable, update the Purchasing Fax.

Note: This field is mandatory when the Fax radio button in the Preferred PO Delivery Method section is selected.

39. If applicable, update the Payment Terms and/or Discount Rate(%).

40. If applicable, update the F.O.B. (Freight/Free On Board).

41. If applicable, update the Shipping Instructions.

42. If applicable, to update, click on the Commodity Codes drop-down menu to select options.

43. If applicable, update the Purchasing Comments.

44. If applicable, update the Purchasing Instructions.

45. If applicable, update the Internal Note.

46. If applicable, update the User Defined Field 4.

47. If applicable, update the User Defined Field 5.

48. Enter a note in the Note field.

49. Click on the Save button. 

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