Why am I unable to add a new vendor?

Duplicate vendors are prevented with SSN/EIN validation.  If you attempt to add a vendor/customer with an SSN or EIN that is already in use by another vendor or employee, you will receive an error message.

If the vendor already exists as an employee:

Step 1: Click BROWSE EMPLOYEES from the Employees drop down menu.

Step 2: Highlight the Employee then click DETAIL.

Step 3: Click SAVE AS VENDOR.

Step 4: Enter the vendor code and click OK.

The new vendor will be listed in the Browse Vendors window.

If the vendor already exists on the Company level:

Step 1: Click COMPANY VENDORS from the Vendors drop down menu.

Step 2: Search for the SSN or EIN and verify the code entered for that vendor.

Step 3: Click ADD NEW VENDOR from the Vendors drop down menu.

Step 4: Enter the code.  The vendor information from the Company level will populate automatically.  Click SAVE.

The vendor will now appear in the Browse Vendors window.