Vendors

Table of contents

• Opening the Vendors screen
  • Creating a vendor
  • Viewing/editing an existing vendor
  • Deleting an existing vendor
• Save or Cancel

Opening the Vendors screen

• From the top menu bar, select Vendors under Accounting.

(Alternatively, from the Accounting Menu screen, click the Maintenance button, then select Vendors.)

Creating a vendor

1. From the top drop-down box click on <Add New>.
2. In the screen that appears, fill in the relevant entries.

Field name	Required?	Description
Vendor ID		A unique code that you assign to each vendor. Usually they are just numbers in ascending order but other numbers and letters may be used.
Active	required	Checked for active vendors, unchecked for inactive. By default this is checked.
Name		The Vendor's name goes here.
Vendor Type	required	This is used for categorizing vendors; the list of typed is user defined.
Contact		Name of a contact person at the vendor.
Account #		The account number you have with this vendor.
Address/City/Prov./Postal/Country		The vendor's address information.
Telephone 1,2/Fax		The vendor's telephone, fax numbers.
Email, Website		The vendor's email and website addresses.
Purchase Account	required	The account in the Chart of Accounts that is debited when you purchase from this vendor. Select it from the drop-down box. To create new accounts see Chart of Accounts.

Viewing/editing an existing vendor

• From the top drop-down box select an existing Vendor, then click OK. The vendor's information will appear.

All the fields described above may be edited. In addition to those fields, Rent Magic automatically generates an activity graph for this account, presenting it in the Summary Graph Area.

Deleting an existing vendor

• From the top drop-down box select an existing Vendor. Select Delete to delete this vendor.

Save or Cancel

• Click Save to save your changes and exit.
• Click Cancel to discard your changes and exit.

Return to Accounting

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