Menu: Contacts { "Creating Vendors"}

The Contact menu is a fundamental feature designed to manage vital relationships in your business operations. It includes three subsections: Customers, Vendors, and Employees. In the Customers section, you can create and manage customer profiles with detailed information. This data is crucial for maintaining accurate records, generating invoices, and building strong customer relationships. The Contact menu streamlines the process of organizing, tracking, and engaging with your business contacts, ensuring efficient and productive interactions with customers, vendors, and employees.

Creating Vendor

18 Steps

The Vendor menu within the Number Accounting System is a vital feature for managing your business's supplier relationships. By navigating to the "Vendors" subsection under the Contact menu, users can efficiently create and organize vendor profiles. The detailed information captured in this process, including payment terms, tax details, and opening balances, streamlines the invoicing and payment process. The Vendor menu ensures that your financial interactions with suppliers are accurately recorded and easily accessible, contributing to a more organized and efficient accounting system.

Within the Contact menu, find and click on the "Vendors" option. This section is dedicated to creating and managing vendor profiles.

Once you're in the Vendors section, look for a button "Create " in the top right of the screen and click on it.

A form will appear, prompting you to enter the following vendor details:

Company Name: Enter the name of the vendor's company.

First Name: Provide the first names of the person you are dealing with in the vendor's company.

Last Name: Provide the last name of the person you are dealing with in the vendor's company.

Email: Include the vendor's email address.

Phone Number: Enter the vendor's contact number.

Begin by entering the street address, followed by the country, state, city, and zip code.

Country of Operations: Indicate the country in which your vendor primarily conducts its business activities.

State: If applicable, specify the state or region within the country.

City: Enter the primary city where your vendor's business is located.

Zip Code: Enter the postal or zip code of your location.

Payment Terms: Choose from options such as 15 Days Credit, 30 Days Credit, Due on Receipt, or other given terms.

Payment Due Period: Specify the period within which payments are due.

Opening Balance: If migrating from another system to the Number Accounting System, enter the opening balance, which will be included as due.

Remarks: if any

After entering all the required details, click the "Create" button to add the vendor to your database.

You will be able to see the list of vendors in vendors Option. You can edit or delete vendor's profiles as needed to keep your records up to date.

Well done!

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