Setting up and adding new Vendors in SapphireOne is one of the first steps in managing your accounts Payables. This process ensures that all Vendor information is accurately recorded, facilitating smooth transactions and communication.
- Navigation – Go to Accounts Mode > Accounts Payables > Accounts Payables Inquiries and select the Vendors item. SapphireOne will display the Vendor List screen with a list of Vendors currently in the data file.
- New Vendor – Click the blue + button on the main toolbar to create a new Vendor. The New Vendors screen will now be displayed ready for data entry.
- Details Page – In the Vendor area, complete the necessary fields such as Vendor ID, Vendor Name, Contact Information, and any other relevant details. The Grouping, Address, and Contacts areas should be filled out as required.
- Terms page – On this page, pay close attention to the Payment Terms and Credit Control areas. Enter the relevant details as required.
- Saving – Save the new Client’s master record by clicking the green tick button on the main toolbar.
There are currently nearly 20 pages of data for each Vendor. Once a new Vendor has been created, a designated employee should review the Vendor record to ensure its accuracy and completeness.
All Vendor details may be modified at any time, except for the Vendor ID, which is permanent and cannot be changed.
Throughout these SapphireOne web pages, records are referred to as the Client’s Master Record.
For more detailed information, refer to the Accounts Mode > Accounts Payables > Accounts Payables Inquiries > Payables Vendors article.