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Maintaining Your Vendor List

You can add new vendors, edit the details for existing vendors, or delete vendors in the Vendors dialog box.

If you have records for vendors that you no longer use, but you want to keep the information, make that vendor inactive. After marking a vendor inactive, the record won’t appear in the list on the Vendors dialog box, but the information will still be saved. To view the information again, you need to re-activate the vendor. (See Activating an Inactive Vendor for details.)

To manage vendors:

1. Choose Payables > Manage Vendors, or click the Manage Vendors icon in the Payables section of the workspace.
2. In the Vendors dialog box, to edit a vendor's information, double-click a vendor’s name in the list or select a vendor and click Detail. (See Adding Vendors or Editing Vendor Information for details.)
   If you have records for vendors that you no longer use, but you want to keep the information, you can make that vendor inactive.
3. To create a payment transaction, payable bill, purchase order, expense entry, or credit for a vendor, click the vendor's name and choose a command from the menu.
4. To add a new vendor, click Add. (See Adding Vendors or Editing Vendor Information for details.)
5. To delete a vendor, select the vendor and click Delete. In the confirmation message box, click Yes.
6. Click Close.