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.