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2026-01-27 18:07:54 -06:00
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Vendors">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Access your Vendor Records</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
font.hcp3 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Access your Vendor Records</p>
<p class="Help-Main-Topic-Links"><a source="shell" href="../qbpos_recording_sales_and_returns/receipt1068.htm">How do I?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a> <span class="hcp1">|</span> <a href="vend352.htm">Add a New Vendor</a> <span class="hcp1">|</span> <a href="vend360.htm">View a Vendor's History</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Info-Line">To work with vendors:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">From the Retail Navigator or Purchasing menu, select <span class="hcp2">V</span><font class="hcp3">endor List</font></p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">From the <font class="hcp3">Vendor</font> field on an item record or document, choose <font class="hcp3">Select from Vendor List</font> (<font style="font-weight: bold; font-style: italic;">&lt;F4&gt;</font>)</p>
</li>
</ul>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If requiring <a href="../qbpos_secadmin/secadminoverview.htm">employee logins</a>, only the Owner, Manager, and Assistant Manager predefined security groups have the right to access the vendor list from the Navigator, menus, or toolbars. However, with the default settings, all employees have access via the <span class="hcp2">Select from Vendor List</span> option on documents and in your the item list, and when filtering reports. To fully restrict access to the vendor list requires that rights specific to those areas also be restricted.</p>
</li>
</ul>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Vendors">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Adding a New Vendor</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
font.hcp3 { font-weight:bold; }
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</style>
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/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
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font-size: 13pt !important;
}
</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Add a New Vendor</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('vendors_hdi.htm');return false;">How do I?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a> <span class="hcp1">|</span> <a href="vendorsoverview.htm">Vendors Overview</a> <span class="hcp1">|</span> <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_getting_started/gstarted_import_vendors.htm');return false;">Import Vendors</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Note"><span class="hcp2">Note</span>: If you have accessed this topic after copying another vendor record, start with Step 2. Edit the information brought from the copied record as needed.<br>
<span class="hcp2"><br>
Pro Note</span>: In a multi-store configuration, only Headquarters can add or edit vendors.</p>
<p class="Help-Info-Line">To create a new vendor record:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">N</span><font class="hcp3">ew Vendor</font> from the Purchasing menu.</p>
</li>
</ol>
<p class="Help-Indent">A blank vendor form is opened.</p>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Make entries in the <a href="../qbpos_fields/fields03.htm">vendor information fields</a>, as needed.</p>
</li>
</ol>
<p class="Help-Indent"><font class="hcp3">Company</font> is a required field.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp3">Save</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="vend357.htm">Copy a vendor record</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_list_edit_mode.htm">Add a vendor directly in the vendor list</a></p>
<p class="Help-Main-Topic-Links"><a href="vend359.htm">Enter vendor payment terms</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_inventory/inv_multivendor.htm">Track multiple vendors for an item</a> (Pro)</p>
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</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Vendors">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Edit a Vendor Record</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
font.hcp2 { font-weight:bold; }
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/* FORCE ALL FONTS TO 13PT - V3 */
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</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Edit a Vendor Record</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="vendorsoverview.htm">Overview</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/navigation_find/basic_find_vendor.htm">Find a Vendor Record</a> <span class="hcp1">|</span> <a href="vendors_inactive.htm">Make a Vendor Inactive</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Info-Line">To edit a vendor record:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Highlight the vendor record in your vendor list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">E</font><font class="hcp2">dit</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Modify the vendor fields, as necessary.</p>
</li>
</ol>
<p class="Help-Indent">Read the warning below about editing vendor company names.</p>
<ol start="4">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">S</font><font class="hcp2">ave</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('vend362.htm');return false;">Warning: Changing a vendor company name<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
<p class="Related-Topics">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="vend358.htm">Delete a vendor</a></p>
<p class="Help-Main-Topic-Links"><a href="vend352.htm">Add a new vendor</a></p>
<p class="Help-Main-Topic-Links"><a href="vendors_mergeduplicates.htm">Merge vendor records</a></p>
<p class="Help-Main-Topic-Links"><a href="vendorsoverview.htm">Vendors overview</a></p>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Vendors">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Copy a Vendor Record</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Copy a Vendor Record</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="vendorsoverview.htm">Vendors Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_getting_started/gstarted_import_vendors.htm">Import Vendors</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Info-Line">To create a new vendor using copy:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In your vendor list, highlight the vendor record to be copied.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">C</font><font class="hcp1">opy</font> from the window toolbar to copy all fields to a new record.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Make any edits you need to modify the new vendor.</p>
</li>
</ol>
<p class="Help-Indent">At a minimum, a new Company name must be assigned to the new vendor. See <a href="../qbpos_fields/fields03.htm">vendor information fields</a> for information about the various information that can be recorded for a vendor.</p>
<ol start="4">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">S</font><font class="hcp1">ave</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="vend352.htm">Add a new vendor</a></p>
<p class="Help-Main-Topic-Links"><a href="vend358.htm">Delete a vendor</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Vendors">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Deleting a Vendor Record</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Delete a Vendor Record</p>
<p class="Help-Text"><a href="vendorsoverview.htm">Vendors Overview</a> <span class="hcp1">|</span> <a href="vend356.htm">Edit a Vendor Record</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/navigation_find/basic_find_vendor.htm">Find a Vendor Record</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Info-Line">To delete a vendor record:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the vendor records that you want to delete from your vendor list.</p>
</li>
</ol>
<p class="Help-Indent"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic_list_multiselect.htm.htm');return false;">How do I select multiple records?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font style="font-weight: bold;">Delete Vendors</font> from the I Want To menu.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If prompted, confirm the deletion and specify if you want to delete the vendor from QuickBooks Desktop as well.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you are deleting a vendor because you have duplicates, consider <a href="vendors_mergeduplicates.htm">merging the records</a> instead, as this will combine the two vendor histories into one record and remove the other.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Deleting a vendor record does not affect inventory items or history documents. The vendor remains in place in both of those areas and reports can still be generated for the deleted vendor.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">We recommend deleting the vendor in QuickBooks Desktop if prompted. To guard against accidental deletion, if a vendor record is deleted in only one program, it is re-created upon the next Financial Exchange. Note that if the vendor is listed on documents in QuickBooks Desktop, the record is made inactive instead of deleting it. Making the vendor inactive also prevents the record from being re-created with the next Financial Exchange.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you delete a vendor, but later list that vendor on a receiving voucher (by referencing a purchase order listing the vendor, for example) the vendor record is re-created in both Point of Sale and QuickBooks Desktop with the next Financial Exchange.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="vendors_inactive.htm">Make a vendor inactive</a></p>
<p class="Help-Main-Topic-Links"><a href="vend352.htm">Add a new vendor</a></p>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Vendors">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Vendor Payment Terms</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Vendor Payment Terms</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_receiving/voucher_billinginfo.htm">Vendor Billing Information on Vouchers</a> <span style="color: #c0c0c0;">|</span> <a href="vend356.htm">Edit a Vendor Record</a> &#160;</p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">You can set up default payment terms for your vendors. The default terms that you specify are applied to purchase orders and receiving vouchers made for the vendor.</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_vendorterms.htm">How are vendor payment terms exchanged with QuickBooks Desktop?</a></p>
<p class="Help-Info-Line">To define payment terms for a vendor:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Display the vendor record in Form View (when adding or editing).</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the <img src="../image/f4_symbol.gif" alt="image\f4_symbol.gif" title="image\f4_symbol.gif" width="13" height="14" border="0"> button or press <font style="font-weight: bold; font-style: italic;">&lt;F4&gt;</font> in the <font class="hcp1">Terms</font> field.</p>
</li>
</ol>
<p class="Help-Indent">The Terms dialog is displayed, as shown below.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter information in the three fields to define the payment terms.</p>
</li>
</ol>
<p class="Help-Indent">The example below shows that payment is due in 30 days (Net 30), with a 2% discount given if paid within 10 days.</p>
<ol start="4">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">OK</font>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;<img src="../image/vendor_terms.gif" alt="image\vendor_terms.gif" title="image\vendor_terms.gif" width="220" height="179" border="0"></p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_fields/fields03.htm">Vendor field descriptions</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_11">Security rights for vendors</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbposimp/data_import_vendorcatalog.htm">Import items from a Vendor Catalog</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_vendors.htm">How vendor records are exchanged with QuickBooks Desktop financial software</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
</div>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Vendors">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>View a Vendor's History</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
font.hcp3 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">View a Vendor's History</p>
<p class="Help-Main-Topic-Links"><a href="vendorsoverview.htm">Vendor Overview</a> <span class="hcp1">|</span> <a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing Overview</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/navigation_find/basic_find_vendor.htm">Find a Vendor Record</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">A vendor history report allows you to view summarized statistical data for the merchandise you have purchased and returned from/to a vendor, as well as displaying a list of vouchers and non-deleted purchase orders made for that vendor. You can expand the documents included in the report to view item detail or QuickZoom to view the document itself.</p>
<p class="Help-Info-Line">To view a vendors history report:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Highlight or display a vendor record from your vendor list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Display the list in <a href="../qbpos_basic_procedures/basic_view_list.htm">collapsed</a> format: the vendor's history is shown on the bottom of the information panel.</p>
</li>
</ol>
<p class="Help-Indent">Or</p>
<p class="Help-Indent">Select <span class="hcp2">Edit</span> and then select the <font class="hcp3">HISTORY</font> tab on the vendor form.</p>
<p class="Help-Indent">The vendors history report is displayed.</p>
<p class="Help-Indent"><img src="../image/vendor_history.gif" alt="image\vendor_history.gif" title="image\vendor_history.gif" width="350" height="196" border="0"></p>
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_reports_and_sales_charts/reports_refreshing.htm');return false;">How do I refresh a vendor's history?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
<p class="Help-Info-Line">With a vendor history report displayed, you can:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select the expand icon <img src="../image/expand_icon.GIF" alt="image\expand_icon.gif" title="image\expand_icon.gif" width="11" height="11" border="0"> to view the specific items listed on a document or <span class="hcp2">Expand All</span> above the list to show the items for all documents.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Change the column order/widths, sort the report by the values in any column, and, when available, use QuickZoom to view the associated documents. <a href="../qbpos_reports_and_sales_charts/reports_working_with_displayed.htm">Learn more</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">With a document selected, select an option from the I Want To menu:</p>
</li>
</ul>
<ul style="list-style: square;">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp3">Go To Document</font> to view the document. Once you are in the document, you can view, edit, copy, or reverse it, using normal procedures.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp3">Print</font> <span class="hcp2">History</span> to send the vendor history to your printer (or <span class="hcp2">Print Preview</span>)</p>
</li>
</ul>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you delete purchase orders once they are filled, the deleted purchase orders are no longer displayed on the vendor history report, and their information is not included in the summarized statistical information. However, the receipt of the merchandise on deleted purchase orders is reflected in the receiving vouchers and receiving information on the report.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you have a voucher or purchase order window open when you come to vendor history, you will have to switch back to the open document and cancel or complete it before you can copy from history to another new document of the same type. Only one of any document type can be open at a time.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">It is suggested you not mix items from different vendors on purchase orders and receiving vouchers as this would hamper your ability to get accurate vendor histories.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span style="background-color: #ffffff; font-weight: bold;">Multi-Store Note</span>: Vendor history at remote stores reflects only the documents made at that store. Headquarters will see all transactions at all stores.</p>
</li>
</ul>
<script type="text/javascript" language="JavaScript1.2">
//<![CDATA[
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
FilePopupInit('a1');
//]]>
</script>
</body>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Vendors">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Printing your Vendor List</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Print your Vendor List</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="../qbpos_basic_procedures/navigation_find/basic_find_vendor.htm">Find a Vendor Record</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/printing/basic_printdocuments.htm">Print Overview</a> <span class="hcp1">|</span> <a href="../qbposimp/export_datawizard.htm">Export Lists</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Info-Line">To print a list of your vendors:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Display the vendors you want included in the printed list.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">If you want to print a subset of your vendor list, <a href="../qbpos_basic_procedures/basic262.htm">filter</a> the list to display only those vendors. For example, filter for <font style="font-style: italic;">active</font> vendors if you want the printout to not include inactive vendors.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">To include all of your vendors in the printed list, make sure the list filter is set to display all vendors.</p>
</li>
</ul>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span style="font-weight: bold;">P</span><font style="font-weight: bold;">rint</font> from the File menu.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Printing Vendor List Reports</p>
<p class="Help-Text">You can also print your vendor list as a <a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">report</a>, which gives you more freedom to customize the list for your particular needs or to export the vendor list to a spreadsheet.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="vendorsoverview.htm">Vendors overview</a></p>
</body>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Vendors">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>vend362</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-2">Warning: Changing a Vendor Company Name</p>
<p class="Help-Text">This is a popup topic and has been hidden.</p>
<p class="Help-Text">Changing a vendor company name in the vendor file has no effect on inventory or your receiving history. If you change a company name, you should update the <font style="font-weight: bold;">Vendor</font> field on item records purchased from that vendor.</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Select Vendor</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
font.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Select Vendor</p>
<p class="Help-Main-Topic-Links"><a href="vend352.htm">Add a New Vendor</a> <span class="hcp1">|</span> <a href="vend356.htm">Edit a Vendor Record</a> <span class="hcp1">|</span> <a href="vendorsoverview.htm">Vendors Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: This information applies when coming from another record or document, such as an inventory item or purchase order, to select a vendor to populate the Vendor field.</p>
<p class="Help-Info-Line">To select and add a vendor on another record or document:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Use normal sort, search, or filter procedures to <a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">locate</a> the vendor in your vendor list.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Double-click the vendor or highlight the row and choose <font class="hcp2">Select</font> from the bottom toolbar.</p>
</li>
</ol>
<p class="Help-Text">While in the vendor list you have complete editing abilities to add a new vendor or edit an existing one. After adding or editing a vendor record, choose <font class="hcp2">Save &amp; Select</font> to both save the record in your vendor list and return to the record or document with which you were working.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>E-mail a Vendor</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
ol.hcp2 { list-style:decimal; }
span.hcp3 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">E-mail a Vendor</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a Document</a> <span class="hcp1">|</span> <a href="../qbpos_help_and_support/help_emailfaq.htm">E-mail FAQs</a> <span class="hcp1">|</span> <a href="../qbposimp/export_datawizard.htm">Export Data</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">You can quickly send an e-mail to a vendor, provided you have entered their e-mail address on the vendor record and have a <a href="../qbpos_basic_procedures/basic_windows_emailclient.htm">default Windows e-mail client</a> set up.</p>
<p class="Help-Text">If you wish to attach a Point of Sale document to the e-mail, use the <a href="../qbpos_basic_procedures/basic_email_documents.htm">e-mailing a document</a> procedure instead.</p>
<p class="Help-Info-Line">To e-mail a vendor:</p>
<ol class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Display the vendor record so the <span class="hcp3">Vendor Info</span> tab is visible.</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold;">Or</p>
<p class="Help-Indent">With your vendor list in <a href="../qbpos_basic_procedures/basic_view_list.htm">collapsed view</a>, ensure the customer's e-mail address is displayed on the Information panel. <a href="../qbpos_basic_procedures/basic_customizesummarypane.htm">How do I add it?</a></p>
<ol start="2" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select the <span class="hcp3">Send Mail</span> button (vendor form) or the e-mail address link (blue text on Information panel).</p>
</li>
</ol>
<p class="Help-Indent">Your default e-mail client opens with the vendor's address prefilled.</p>
<ol start="3" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Add a subject line and body text to the e-mail.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp3">Send</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Point of Sale does not support mass e-mailing to your vendor list. However, if you have another application capable of doing this, you can <a href="../qbposimp/export_datawizard.htm">export</a> your vendor list or a vendor list report, including e-mail addresses, to Excel and then, depending on the application, import them for this purpose. Refer to the help system in the other application for instructions and be aware of any e-mail "spam" regulations imposed by your e-mail provider, ISP, or local laws.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_officeintegration.htm">Office Integration</a></p>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>vendors_hdi</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Vendors: How do I?</p>
<p class="Help-Text">This is a popup topic and has been hidden</p>
<p class="Help-Text"><a href="vend351.htm">Access my vendor records</a></p>
<p class="Help-Main-Topic-Links"><a href="vend352.htm">Add a new vendor</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_vendor.htm">Find a vendor record</a></p>
<p class="Help-Main-Topic-Links"><a href="vend356.htm">Edit a vendor record</a></p>
<p class="Help-Main-Topic-Links"><a href="vend358.htm">Delete a vendor record</a></p>
<p class="Help-Main-Topic-Links"><a href="vend360.htm">View a vendors history</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_receiving/voucher_billinginfo.htm">Enter vendor billing information on receiving vouchers</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_inventory/inv_multivendor.htm">Track multiple vendors for an item</a></p>
<p class="Help-Main-Topic-Links"><a href="vendors_inactive.htm">Make a vendor inactive</a></p>
<p class="Help-Main-Topic-Links"><a href="vend361.htm">Print my vendor list</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Click anywhere to close this window</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Make a Vendor Inactive</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
ul.hcp2 { list-style:disc; }
font.hcp3 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Make a Vendor Inactive</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="vendorsoverview.htm">Overview</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/navigation_find/basic_find_vendor.htm">Find a Vendor Record</a> <span class="hcp1">|</span> <a href="vend356.htm">Edit a Vendor Record</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Vendors in Point of Sale can be flagged as inactive. An inactive vendor:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Is not displayed when you filter your vendor list for active vendors (default view)</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Is removed from most Vendor selection lists and filters</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Is not exchanged with QuickBooks Desktop financial software (see note below)</p>
</li>
</ul>
<p class="Help-Text">This allows you to flag utilities vendors (which may have been imported from your QuickBooks Desktop financial software) or any vendor not currently used in Point of Sale as inactive, so they do not display on your active vendor list.</p>
<p class="Help-Info-Line">To make a vendor inactive:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the <font class="hcp3">Inactive</font> check box on the vendor record.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp3">Save</font>.</p>
</li>
</ol>
<p class="Help-Bulleted" style="margin-left: 5.75pt;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted" style="margin-left: 5.75pt;">To view your inactive vendors, use the <font class="hcp3">All Vendors</font> filter or define a custom <a href="../qbpos_basic_procedures/basic262.htm">filter</a> to display only inactive vendors.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted" style="margin-left: 5.75pt;">To reactivate the vendor, clear the <font class="hcp3">Inactive</font> check box.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted" style="margin-left: 5.75pt;">If you flag a new vendor as <font class="hcp3">Inactive</font>, that vendor will not be shared with QuickBooks Desktop financial software. However, if you later receive items from the inactive vendor on a voucher, the vendor will be created in QuickBooks Desktop when the voucher is sent to your financial software.</p>
</li>
</ul>
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<p class="Help-Heading-1" style="background-color: #008000;">Merge Vendor Records</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="../qbpos_basic_procedures/navigation_find/basic_find_vendor.htm">Find a Vendor Record</a> <span class="hcp1">|</span> <a href="vend358.htm">Delete a Vendor Record</a> <span class="hcp1">|</span> <a href="vendors_inactive.htm">Make a Vendor Inactive</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Occasionally, you may find that a vendor has been entered twice in your vendor list. Merging the vendor records combines the purchase history of the duplicate entries into a single record and then deletes the other.</p>
<p class="Help-Text">If you are integrated with QuickBooks Desktop financial software, you will be prompted to delete the duplicate vendor in QuickBooks Desktop as well.</p>
<p class="Help-Text">(Pro) This task is available at Headquarters only.</p>
<p class="Help-Info-Line">To merge vendor records:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In your Point of Sale vendor list, select one or both of the vendor records you wish to merge. <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic_list_multiselect.htm.htm');return false;">How do I select multiple records in my list?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">Merge Vendors</font> from the I Want To menu.</p>
</li>
</ol>
<p class="Help-Indent">The Merge Vendors window opens with the pre-selected vendor(s) listed.</p>
<p class="Help-Text" style="margin-left: 22.50pt;"><img src="../image/vendor_merge.gif" alt="Merge Vendors window" title="Merge Vendors window" width="360" height="261" border="0"></p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Review the vendors and make changes as necessary:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Ensure the vendor record you want to keep is displayed on the left side of the window. You can reverse positions of the records (which to keep and which to remove) by selecting the <span class="hcp3">Swap</span> button located between them.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">To add or change a vendor, use the drop-down lists to select or <a href="../qbpos_basic_procedures/navigation_find/basic_find_customer.htm">search</a> for the vendor.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">If you are integrated with QuickBooks Desktop financial software, the vendor name(s) as shown in your QuickBooks Desktop vendor list is shown to help verify you have the correct vendors selected.</p>
</li>
</ul>
<ol start="4">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp2">Merge Vendors</font>.</p>
</li>
</ol>
<p class="Help-Indent">If the vendor being removed has a purchase history, a listing of the number of receiving vouchers and purchase orders to be updated is displayed. The vendor on these documents will be replaced by the vendor you selected to keep. <a href="../qbpos_basic_procedures/basic_merge_docsaffected.htm">Tell me more</a></p>
<ol start="5">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp3">Merge Vendors</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If prompted, specify if you want to delete the duplicate from your QuickBooks Desktop financial software as well. See related notes below for more information.</p>
</li>
</ol>
<p class="Help-Indent">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If selected, the deletion in QuickBooks Desktop will occur with the next Financial Exchange. If the vendor to be deleted has a transaction history in QuickBooks Desktop, the vendor is made inactive instead of being deleted. If the vendor record is not deleted or made inactive in QuickBooks Desktop, it will be re-created in Point of Sale with the next Financial Exchange.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Updated documents resulting from a merge in Point of Sale are not resent to QuickBooks Desktop and the vendor records in QuickBooks Desktop are not merged. However, all new transactions will be recorded in QuickBooks Desktop for the vendor you selected to keep.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_vendors.htm">How vendor records are exchanged with QuickBooks Desktop</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Vendors Overview</p>
<p class="Help-Main-Topic-Links"><a source="shell" href="../qbpos_recording_sales_and_returns/receipt1068.htm">How do I?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> <span class="hcp2">|</span> <a href="vend352.htm">Add a New Vendor</a> <span class="hcp2">|</span> <a href="vend360.htm">View a Vendor's History</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Each vendor from whom you purchase merchandise must be identified by a unique company name. When you assign a vendor to each item defined in inventory, Point of Sale can track and <a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">report</a> on the merchandise by vendor as it is ordered, received, and sold.</p>
<p class="Help-Text">You can also assign each vendor a user-defined code of one to three alphanumeric characters. These vendor codes can be a useful alternate way of searching for a vendor record and appear on printed price tags where the printable space is often limited.</p>
<p class="Help-Text">If you have integrated Point of Sale with QuickBooks Desktop financial software, you can elect to enter vendor invoices (for the merchandise you have purchased) in either program. This Point of Sale company preference choice affects how receiving vouchers are transferred to QuickBooks Desktop.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text" style="font-weight: normal;">(Pro) Remote stores can view and filter reports by vendor, but only Headquarters can add or edit vendors.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_fields/fields03.htm">Vendor field descriptions</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_11">Security rights for vendors</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbposimp/data_import_vendorcatalog.htm">Import items from a Vendor Catalog</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_vendors.htm">How vendors are exchanged with QuickBooks Desktop financial software</a></p>
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<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp1"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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