Vendor Form – Address Info Tab

By |2021-07-27T08:52:02-05:00March 23rd, 2018|Comments Off on Vendor Form – Address Info Tab

Introduction

The Address Info tab is used to store basic contact information including billing address, phone/fax/cell numbers, email & website addresses, and more.

Form Access

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

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

Field and Button Definitions

  • Vendor Name – Enter the name of the vendor.
  • Mr./Mrs./ – (Optional) Enter if you use these types of titles with your customers.
  • First Name – Enter the first name of the customer.
  • M.I. – Enter the middle initial of the customer, if applicable.
  • Last Name – Enter the last name of the customer.
  • Print on check as – Enter exactly how the payee field should be completed when writing a check to the vendor (if different than the entry in the Vendor Name field).
  • Address – Enter the street address where the customer wants the bill sent to.
  • Address 2 – Enter the secondary address or the apartment number or building number.
  • City – Enter the city the customer resides in.
  • State/Province – Enter the State or Province the customer resides in.
  • Zip/Postal – Enter the zip code or postal code for the customer. If you don’t know the code, use the Find button to the left of the zip code field.
  • Contact – Enter the contact name for the customer.
  • Phone/Ext – Enter the customer’s phone number and the extension if applicable.
  • Cell – Enter the customer’s cell Phone number if applicable.
  • Pager – Enter the customer’s pager number if applicable.
  • Pager-Pin – Enter the customer’s pager-pin number if applicable.
  • Fax – Enter the customer’s fax number if applicable.
  • Alt. Ph. – Enter an alternate phone number if applicable.
  • Alt. Contact – Enter the name of the alternate contact.
  • E-mail – Enter customer’s e-mail address if applicable.
  • Website – Enter customer’s website address if applicable.
  • Carrier # – Enter the customer’s carrier number (if provided).
  • Latitude – Total Office Manager displays this information for mapping purposes. The actual definition is “the angular distance between an imaginary line around a heavenly body parallel to its equator and the equator itself”.
  • Longitude – Total Office Manager displays this information for mapping purposes. The actual definition is “meridian: an imaginary great circle on the surface of the earth passing through the north and south poles at right angles to the equator; “all points on the same meridian have the same longitude”.

Related Content

Share This Story, Choose Your Platform!

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.

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.
Go to Top