Suppliers (Vendors) 

 

Suppliers (Vendors) are who you purchase inventory items or services from. You may view an existing Supplier’s details by double-clicking on the Supplier Name from the listing.

NOTE:  For Initial Setup, it is recommended that you enter most of your Suppliers before entering in Inventory Items. 

To Add, Delete or Edit Suppliers:

1.     Click Settings  (upper left corner).

2.     Choose Setup .

3.     Select Suppliers .

4.     Select an existing Supplier to edit or click Delete . For new Supplier, click Add .

5.  Enter the details as below.

6.     Click Save .

 

Field

Details

Supplier Name

Enter the Supplier Name.

Active / Inactive

Active is the default. If you wish to make Inactive, UNCHECK the box and the Supplier will not appear on your reports and pick lists.

Terms

Enter the Number of Days in which payments are due for this Supplier.

Accounting Vendor ID

If you intend to link Optimum Control to your Accounting System, enter the linking Vendor ID from your Accounting System (if required).

Account Number

Your Account or Customer Number. This will appear on your order sheets and be needed if you upload orders to your Supplier’s website and/or import Invoices.

Address Information

Enter the information in all Address fields.

Contact Information

Enter the information in all Contact Information fields for your Sales Representative

NOTE: The email address is necessary as it is used by the Optimum Control bid functions.