Vendors - Revision history

Marks at 16:10, 16 September 2015

2015-09-16T16:10:37Z

2015-02-10T18:22:31Z

Setup Subcontractor

2015-02-10T18:20:24Z

Setup Subcontractor

2013-01-25T00:39:41Z

Syncing Vendors with QuickBooks

2012-01-24T17:13:41Z

Syncing Vendors with QuickBooks

2011-06-14T21:13:50Z

2011-06-14T19:40:12Z

2011-06-14T19:39:31Z

2011-06-14T19:38:49Z

2011-06-14T19:23:26Z

@@ Line 31: / Line 31: @@
 == Products Tab ==
 On the Products tab, you can add the material that you purchase from the vendor. You can specify the vendor part number and the cost of the part from that vendor.
-<br>1. Click '''New'''
+# Click '''New'''
-<br>2. On the Vendor Items window, click [[File:Magnify.jpg]]  next to the '''Item Name''' field
+# On the Vendor Items window, click [[File:Magnify.jpg]]  next to the '''Item Name''' field
-<br>3. The Search window opens. Select the inventory item.
+# The Search window opens. Select the inventory item.
-<br>4. Enter the '''Vendor Part Number''' if necessary and the '''PO Cost''', which is how much it will cost you to purchase that part from that vendor.
+# Enter the '''Vendor Part Number''' if necessary and the '''PO Cost''', which is how much it will cost you to purchase that part from that vendor.
-<br>5. Click '''OK'''.
+# Click '''OK'''.
-[[File:VendorProducts.png]]
+You can also add material to a vendor by going to the Inventory Item > Vendors tab.

@@ Line 83: / Line 83: @@
 #    [[File:SubFOS.png]]
 # When you search for workers you can see multiple entires for subcontractors, one for each field of service
 # [[File:SubFOSsearch.png]]

@@ Line 81: / Line 81: @@
 #    Select the field of service and enter other applicable data.
 #    Click '''OK'''.
 '''WebConnect Password for Subcontractor

@@ Line 103: / Line 103: @@
 Now that your default is setup, any new vendors you create in SME will sync to QuickBooks.
 If you created new vendors in SME before setting the default, you can go to the vendor in SME and check '''Export to QuickBooks''' on the Details and Settings tab.
 <h3>Syncing Vendor Phone Numbers with QuickBooks</h3>

← Older revision		Revision as of 17:13, 24 January 2012
Line 121:		Line 121:
	# From SME #2 = Fax in QB		# From SME #2 = Fax in QB
	# Others do not sync		# Others do not sync
		+
		+	<br>Map (assign) accounts and thresholds to 1099 categories in QuickBooks
		+	<br>http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K8/ContentPackage/Payroll/1099/popup_1099pref_table.html

@@ Line 43: / Line 43: @@
 == Setup Subcontractor ==
-ou want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window.  In the vendor record you can set up all the subcontractor settings such as their labor rate, assign them to work groups and determine if they need to schedule them using the dispatch window.
+You want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window.  In the vendor record you can set up all the subcontractor settings such as their labor rate, assign them to work groups and determine if you need to schedule them using the dispatch window.
 <br>1. Go to the Inventory module and select '''Vendors'''.

@@ Line 106: / Line 106: @@
 <h3>Syncing Vendor Phone Numbers with QuickBooks</h3>
 '''Note''': You need to set the Export to QB flag on the vendor in SME to export the phone # updates.
-'''Note''': You should set the SME labels to match the QB labels since we have no control over their labels.
+<br>'''Note''': You should set the SME labels to match the QB labels since we have no control over their labels.
 '''To SME from QB'''

@@ Line 99: / Line 99: @@
 #    Click '''Edit'''
 #    Check '''Default Export New Vendor'''
-#    Click '''Save''
+#    Click '''Save'''
 Now that your default is setup, any new vendors you create in SME will sync to QuickBooks.

@@ Line 14: / Line 14: @@
 *    Enter phone numbers
 *    Click '''OK'''.
@@ Line 40: / Line 32: @@
 On the Products tab, you can add the material that you purchase from the vendor. You can specify the vendor part number and the cost of the part from that vendor.
 <br>1. Click '''New'''
-<br>2. On the Vendor Items window, click the magnifying glass next to the '''Item Name''' field
+<br>2. On the Vendor Items window, click [[File:Magnify.jpg]]  next to the '''Item Name''' field
 <br>3. The Search window opens. Select the inventory item.
 <br>4. Enter the '''Vendor Part Number''' if necessary and the '''PO Cost''', which is how much it will cost you to purchase that part from that vendor.
@@ Line 100: / Line 92: @@
 #    Assign a WebConnect password in the '''Web Access Password''' field.
 #    Click '''OK'''.

@@ Line 7: / Line 7: @@
 <br>1. Go to the Inventory module and select '''Vendors'''.
 <br>2. Click '''New'''.
 <br>3. '''Details and Settings''' tab - enter the vendor name, address and phone details.
 <br>4. Enter vendor contacts on the '''Contacts''' tab:
 *    Click '''New'''.
 *    In the Contact Editor, enter the contact Name, Title, Email.
 *    Enter phone numbers
 *    Click '''OK'''.
 <br>5. Add products supplied by vendor on the Products tab:
 *    Click '''New'''.
 *    Click [[File:Magnify.jpg]] next to the item name field.
@@ Line 37: / Line 31: @@
 <br>2. '''Purchase Order''' tab – reference all of the purchase orders placed with this vendor.
 <br>3. '''RMAs''' tab – reference all the returns to the vendor.
 <br>4. '''Stored Documents''' tab – link documents to the vendor record or access linked documents.
 <br>5. '''Activities''' tab – create and reference activities for the vendor.
@@ Line 47: / Line 38: @@
 == Products Tab ==
 On the Products tab, you can add the material that you purchase from the vendor. You can specify the vendor part number and the cost of the part from that vendor.
 [[File:VendorProducts.png]]