Vendor Records Window

In this tab, record your vendor's address, phone and fax numbers, email 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.

Add or modify a vendor's name or contact information

Add or modify a vendor's email 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

On this tab, you can set the following information:

• Related expense account
• Type of currency used in the purchase
• Use of preferred location to store inventory purchased (Sage 50 Premium Accounting)
• Language preference
• Early payment terms
• Default payment method for invoices and payments

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

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

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

Change tax exempt status for purchases

Change the default sales tax code used by this vendor

If you use electronic banking to to pay this vendor, select Allow Direct Deposits For This Vendor and enter their bank account information in 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.

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.

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.

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.

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.

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 add or remove a vendor from the list of contractors in the construction industry or for which you want to file T4A slips.

Set up vendor to file T5018 slips

Set up vendor to file T4A slips

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.

Enter historical invoices and payments for vendors