Vendor Form – Additional Info Tab

By |2021-07-28T14:20:54-05:00March 23rd, 2018|Comments Off on Vendor Form – Additional Info Tab

Introduction

The Additional Info tab is used for other vendor information including vendor type, default A/P account info, the payment terms offered by the vendor, a credit limit amount, Tax ID information and more.  This is where control over pop-up notes for the vendor is held.  User Defined Fields for vendors appear in the Additional Info tab.

Form Access

  • From the main menu, click Vendors | New Vendor, or

  • From the toolbar, click the Add New Vendor button.

Field & Button Definitions

  • A/P Account – Select the accounts payable account to use when transactions with this vendor take place.
  • Type – Select from the drop down menu the type of vendor you are setting up.  Example vendor types might include equipment, parts, office supplies, bank/financial, government, etc.  See “Related Topics” below for more information.
  • Terms – Select from the drop down menu the terms offered by the vendor on their bills, 2% 10 Net 30 Days, Net 15 Days etc.
  • Tax ID – Enter a vendor-provided tax identification number here.
  • Account # – If the vendor has given you an account number, record it here.
  • Vendor is eligible for 1099 – When ticked, this checkbox indicated the vendor is eligible to receive Internal Revenue Service form 1099.
  • User Defined Fields – Enter information not found on the standard form.  These custom fields are setup by you to track any miscellaneous information you like.  See “Related Topics” below for more information.

Pop-up Notes

  • Pop-up Notes form when creating Bills, PO’s, etc. – Ticking this checkbox causes the vendor’s notes to automatically appear when bills, purchase orders, and other similar forms for the vendor.
  • Pop-up Notes form when opening this vendor – Ticking this checkbox causes the vendor’s notes to automatically appear when opening the vendor form.
  • Pop-up Notes form when opening their contact log – Ticking this checkbox causes the vendor’s notes to automatically appear when opening their contact log.

Related Content

Vendor Form – Overview
Vendor Type List
User Defined Fields

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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