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.