Vendor

Go to Catalog --> Vendor

The vendor record contains information about the vendor including contact details and payment terms. The user can add an email address to the record so purchase orders can be sent directly to the vendor. The vendor is a mandatory field when all items are created.

Creating a New Vendor

Go to Catalog --> Vendor 

Click on Add Vendor button, to create a new vendor.

Vendor Code - Unique code to identify the vendor. This cannot be modified once created. The vendor code is used to identify the vendor when an item is created using the item import.

Each vendor must have its own unique Name. This will show up in all reports and filters so you should name them carefully. If you try to create a vendor with an existing name an error message will be generated. As with all names, do not use special characters, or issues with this vendor may occur in the future, caused by the inclusion of special characters. Vendor code and Vendor name or protected fields and cannot be modified once created.

The External Reference Number field is to ensure that vendor information aligns correctly between retailcloud and Great Plains. This field allows you to link each vendor in retailcloud with its corresponding identifier in Great Plains, making sure that the correct vendor details are sent during voucher processing. 

Enter the mailing information in the detailed Address fields, this will be the address that appears on the Purchase Orders.

Enter the Email address for the vendor. This will be the email address that the Purchase Orders will be sent to if that option is enabled.

If the Send PO by email status is enabled and the mail server is activated, the Purchase Order will be sent to the email address on file for the vendor.

Enter the payment terms associated with this vendor in the Vendor Term section, this will print in the Purchase Order under terms.

A vendor cannot be deleted or made inactive but can be modified as needed (although Vendor Code and Vendor Name cannot be changed).

Export Vendor

Export vendor details seamlessly from the Vendor Page by clicking on the export option within the vendor grid. When you click on it, a prompt will appear asking you to enter the email address where you want the exported file to be sent.

Provide the desired email address and confirm the action by clicking on the "Export" button.

The exported file from the Vendor Grid includes detailed information about each vendor.

• VendorID
• Vendor Code
• Name
• External Reference Number
• Address details
• City
• State
• Country
• Zip Code

Note: A paperclip icon is added to the Vendor page to signify attachment functionality, to attachments like PDF for documents, contract etc.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

See more