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.
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”.
- Adjust Remit To Address (If Applicable)
- I Ship COM Fabric to This Location : Mark if you would ever Ship COM Fabric to this location
- Company Type Setting : Mark if this Vendor Does Not Require a Physical PO
- This Vendor Sends Me Acknowledgements : Mark if this Vendor Sends Acknowledgements (Recommended)
- Company Type Setting : PO’s Created are Internal Cost Only
- Subcontractor Checkbox : Subcontractor
- Vendor Tax : Vendor Tax Accounts (US Only)
- GST / PST Tax Templates (Canada Only) : Payable GST/PST (Canada Only)
- Direct Bills / GSA: Direct Bill / Vendor Commission
- Auto Freight Parts : Auto-Freight Part Setup
- Vendor Ref / MFG Code Setup: Vendor Ref Code or MFG Code Setup
- Misc. Furn Part for Vendor (If Applicable)