Vendor Records Window

In this tab, record your vendor's address, phone and fax numbers, e-mail address and Web site, the date they became your vendor, as well as your contact points with this vendor, such as the department that serves them.

Some of the information entered here appears on the printed material generated by Sage 50 Accounting. For example, the vendor's name and address are printed on the cheques issued to them.

What do you want to do on this tab?

Add or modify a vendor's name or contact information

Add or modify a vendor's e-mail address

Add or modify a vendor's Web site

Assign a department to a vendor (Sage 50 Premium Accounting)

Add or modify the date you started doing business with a vendor

Add or change a vendor's tax ID

Use the Options tab to track:

• Language preference
• Early payment terms
• Type of currency used in the purchase
• Use of preferred location to store inventory purchased (Sage 50 Premium Accounting)

Note: Once you process a transaction with a vendor, you cannot change the currency option. You must enter a new vendor record using a different currency if you want to make this change.

What do you want to do on this tab?

Add or change early-payment terms received from a vendor

Select a vendor's language preference

Select the account in which you want to record expenses for a vendor

Select the method you want to use to send purchase orders to a vendor

Allow a vendor record to synchronize with Microsoft Outlook® (Sage 50 Premium Accounting)

Select a storage location for items purchased from a vendor (Sage 50 Premium Accounting)

Show or hide a vendor's contact on printed cheques

Add import duty automatically to purchases from a vendor

Turn on or off reminders to email invoice and quote confirmations to a vendor

Calculate early payment discounts before taxes for a vendor

Set up vendor to file T5018 slips

This tab allows you to set up the sales taxes a vendor charges you.

What do you want to do on this tab?

Change tax exempt status for purchases

Change the default sales tax code used by this vendor

If you make direct payments to this vendor, select Allow Direct Deposits For This Vendor and enter their bank account information in this tab.

What do you want to do on this tab?

Add or modify a vendor's direct deposit bank account information

Set up your company to make vendor direct deposits

Inventory can be associated to vendors. Click the button to view the Inventory & Vendors window.

What do you want to do on this tab?

View the Inventory & Vendors window

In this tab, you can view your total purchases from this vendor for the current and previous fiscal year. You can also view or modify the total payments you've made to this vendor.

What do you want to do on this tab?

Look up your total purchases from a vendor

Look up or modify total payments made to a vendor

Use this tab to enter a task or reminder in this vendor's record, and display it in the Daily Business Manager.

What do you want to do on this tab?

Add, change, or remove a memo

This window allows you to turn on and set up options to import and export transactions with a vendor who uses Sage 50 Accounting.

What do you want to do on this tab?

Learn about importing and exporting transactions

Turn on transaction import and export for a vendor

Add or modify import and export information for the items you buy from your vendor

This tab contains information that you want to appear in the Additional Info Note window when you start a transaction for this vendor. You can also turn on or off these pop-up messages here.

What do you want to do on this tab?

Turn on or off the Additional Info Note for a vendor

Add or modify the Additional Info Note for a vendor

In this tab, you can enter historical invoices and payments for your vendors. When you have finished entering all your historical information, this tab disappears.

What do you want to do on this tab?

Enter historical invoices and payments for vendors