Section 4: Setup > Module Options

Vendor Module Options

Vendor module options are settings that are specific to the Vendors module (see Vendors). Open the Vendors branch to view and set vendor module options.

Vendor module options are available only if a database is open.

Vendor module options all apply globally to all users, and are read-only in the Repair Mobile edition. Each option is discussed in the following table.

Vendor Module Options Fields

Option

Description

Allow Vendor Account Numbers to be Manually Assigned

Check this box (the system default) if, when creating new vendor account records, vendor account numbers can be either manually entered in the Vendor No. field, or the field can be left empty to automatically assign the next available sequential account number (see Vendor - Main Area). Uncheck this box if vendor account numbers can only be automatically assigned.

Account numbers must always be within the number ranges assigned for the business location of the currently logged in user (see Editing Business Locations).

This module option is available only for licensed users of version 2.2 and higher.

Default Shipping Method for New Vendor Accounts

Enter or select the default shipping method to be assigned to the Ship Via field on new vendor accounts, up to 20 characters (Adding a New Vendor, and Vendor - Defaults Tab). Leave this field empty (the system default) for no default shipping method. See Shipping Methods to customize the dropdown list.

Default Shipping Method for Miscellaneous Vendors

Enter or select the default shipping method to be assigned to the Ship Via field on purchase order records when the miscellaneous vendor account (i.e. vendor account 0000000) is assigned to that record (see Purchase Order - Vendor Tab). Leave this field empty (the system default) for no default shipping method. See Shipping Methods to customize the dropdown list.

Required Vendor Fields

Check the box next to each field that must be entered (i.e. not left empty) before saving a vendor account record. The list of fields includes Vendor Name, Vendor Account, Quick Code, Contact Name, Address Line 1, Address Line 2, City, Province/State, Postal/Zip Code, Country, Business Phone, Toll-Free Phone, Fax, Email, Web Site, Reference 1, Reference 2, and Ship Via.

The Vendor Name field is always required.

The Reference 1 and Reference 2 fields are available only for licensed users of version 2.6 and higher.

More:

Repair Order Module Options