...
When setting up a Vendor there are very important settings and setup items you will want to ensure is setup from the beginning to save you trouble in the long run. Use the checklist and links below when setting up a Vendor in e-manage|ONE:
- Company Type Setting : Ensure only one record (if you have multiple locations for the Vendor being entered) is set to “Vendor” as the Company Type. All other locations should be set to “Vendor - Other Location” or “Vendor - Remit To”.
- Default Bill To / Remit To : Adjust Remit To Address (If Applicable)
- I Ship COM Fabric to This Location : Mark if you would ever Ship COM Fabric to this location
- Does NOT Require Physical PO : Mark if this Vendor Does Not Require a Physical PO
- This Vendor Sends Me Acknowledgements : Mark if this Vendor Sends Acknowledgements (Recommended)
- PO's Created are Internal Cost Only : Mark if this Vendor’s POs will be internal cost only for estimating purposes and you will never apply an actual cost to the PO
- Subcontractor Checkbox : Mark if the Vendor is a Subcontractor you use for Outsourced labor
- Vendor Tax : If this Vendor will ever charge you tax you should set the Vendor Tax accounts here (US Only)
- GST / PST Tax Templates (Canada Only) : For Canada Vendor Tax you should set the appropriate Tax Templates here
- Direct Bills / GSA: If you do Direct Bill / Vendor Commission with this Vendor you should check the Direct Bill checkbox and setup the Vendor Commission terms
- Auto Freight Parts : We highly recommend to set up your Vendor Freight terms in the Vendor record so that your freight lines are automatically added and calculated when using any parts connected to this Vendor in the BOM
- Vendor Ref / MFG Code Setup: Set up the Vendor Ref code or MFG Code for the associated Vendor
- Adding Parts to the Master Part Listing: Misc. Furn Part for Vendor (If Applicable)