How to create a new vendor in SalesPRO

How to create a new vendor in SalesPRO

Summary

This article will describe how to create a new vendor in the Solatech SalesPRO software

Instructions

  • From the Home tab, click on the Vendors icon.
  • On the Vendor ribbon, select the Create icon.
  • Enter Vendor Name.
  • All other items on the General tab (phone, address, etc,) are optional.


  • On the details tab, all items are optional.
  • If you wish to send Purchase Orders for this vendor via OOP, enter the Account Number on the Details tab.
  • If you wish to have Purchase Orders for the new vendor be separated by product, place a check mark in the box to the left of "Split purchase orders by product".
  • The box for Process orders electronically should not be checked - only Solatech managed vendors can be used for Online Order Processing.  
  • Click on the OK button to exit and save the vendor information.

Related Articles

  • How to assign custom products to a different vendor

Applies To

  • SalesPRO Software

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