Account > Vendors (Used in Expenses and Purchases modules) Modify | Delete The "Vendors" account entity is used for record-keeping purposes in the Expenses module and is an optional feature. When you create receipts, you can record the vendor from whom the purchase was made. (For example, you may use the same travel agent to book all your flights and hotel rooms, and would therefore associate that vendor with all relevant travel receipts.) In the Purchases module, however, vendors are an important part of the purchasing process, as it is to them that purchase orders (POs) are sent, and it is they who fulfill these orders. Each product you create can be associated with a particular vendor. Therefore, for Purchases-related vendors, you will want to make sure you provide the information necessary, such as their address, their payment terms, and any notes you would like to include on any POs you send to them. To create a new Vendor record: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "vendor." 3. Enter the Vendor's name. 4. Enter the vendor's demographic information, if desired. Note that the e-mail address entered here will be the address to which POs announcement messages are sent. 5. Enter the vendor's purchasing address. This address will appear on the PO. 6. Enter any additional purchasing information as necessary. You can specify the vendor's payment terms, so that you know when they need to be paid, and enter a vendor-specific note for the PO (which will appear on POs associated with the vendor) and/or text for PO email messages. Note: If you have enabled multi-currency functionality, select the appropriate currency. Note: If you are using the project and vendor tax calculation method, enter the appropriate federal and state tax rates; if you are using the tax locations tax calculation method, choose a tax location. 7. If desired, use the "Notes" field to include any pertinent information (contact person, etc.). 8. Click on "Save." To modify an existing Vendor record: 1. Click on the Account tab. 2. Click on the "Vendors" link. 3. Click on the relevant vendor name in the list. 4. Make your changes in the "Edit - [Name of vendor]" dialog. 5. Click on "Save." To delete a Vendor record: 1. Click on Account tab. 2. Click on the "Vendors" link. 3. Click on the relevant vendor name in the list. 4. Click on the "Delete" button in the "Edit - [Name of vendor]" dialog. Note: You cannot delete a vendor associated with any receipts, products, purchase requests, or POs.