Anytime you are entering a new company location, contact, or vendor, you should always use "Searching for Existing Records " to ensure the company location or contact does not already exist in your database. Although e-manage is designed to keep duplication from happening, it cannot account for users entering companies using acronyms or simply supplying the wrong information. Hint: Try to refrain from using acronyms.
Although the process of entering a Customer or a Vendor are the same there are some additional, very important, settings and setup you want to complete when setting up a Vendor that we will explore in the following section of this Guide.
Once you have made sure that the company location is not in the database, you will choose whether you want to just add a new company location or if you have both a contact and a new company location. If you do have a contact as well as company information and both are new, you can use the "New Company & Contact" functionality to enter both at once. Just remember to adjust the Default Bill To and Primary Salesperson after the initial save.
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