Vendor Fields

Data Field Overview | Vendors Overview | Program Capacities

Basic

This table lists the name and use of each vendor field. Fields shown in brackets, e.g. [field name], are suggested or read-only fields auto-filled by Point of Sale. Fields marked with a * are required fields.

If, when viewing a record list, columns (fields) shown below are not visible, you can customize the columns to add them.

Field | Usage
Vendor Code | Optional alphanumeric code, up to 3 characters, identifying the vendor. This code is printed on price tags and can be used to lookup and list the vendor on another record or document.
Company* | Vendor company name. Required.
Contact and Address Fields | Vendor contact name(s), address, and phone numbers.
Inactive | Select this check box to hide unused vendors from the active vendor list and to stop exchanging the vendors information with QuickBooks Desktop Financial software. Learn more.
Vendor Notes | Optional notes, such as shipping lead time, FOB point, etc.
Account # | Your account number with the vendor. This number is printed on purchase orders and receiving vouchers that are created for the vendor.
Terms | Default payment terms for the vendor. These terms are suggested on purchase orders and receiving vouchers made for the vendor. Shared with QuickBooks Desktop, if integrated. Learn more.
E-mail | The vendors e-mail address. Entering an e-mail address allows you to send an e-mail from the vendor record and to e-mail documents, such as purchase orders, from within Point of Sale.
Vendor Website | Record the vendors web address URL. Click G o to Web to launch your browser and view the site. Internet connection required.
Custom Fields (Pro) | Define and use up to seven custom fields to track information not included in the basic fields. Once defined, these fields can be used to filter your vendor list and reports, and can be added to customized print templates (such as purchase orders and receiving vouchers).
QB Status (QuickBooks Desktop financial software users only) | Vendor list only. Displays the Financial Exchange status of the record: N ot Posted (not yet sent to QuickBooks Desktop), C ompleted (sent to QuickBooks Desktop), or E rror (attempting to send QuickBooks Desktop resulted in an error). Learn more.

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