Vendors

After migrating data from Business Central to WennSoft Service, where vendors from Business Central are added to WennSoft Service, create any new vendors in WennSoft Service. Those records will automatically generate in Business Central.

Viewing the Vendor Dashboard

1. In the Service Operations sitemap, select Vendors.

2. The Vendors dashboard displays the active vendors.
   Select the Active Vendors view drop-down to select Inactive Vendors to see the vendors that have been marked inactive.

3. The columns display the following information:

   • Account Name

   • Main Phone

   • City

   • Primary Contact

4. Select a vendor to view their record or select New to create a new vendor record.

Creating/Editing a Vendor Record

1. In the Service Operations sitemap, select Vendors.

2. Select a vendor to view their record or select New to create a new vendor record.

Summary Tab

1. In the Account Information section, enter the following information.

   • Account Number: This is an auto-generated account number.

   • Account Name (required): Enter the vendor name.

   • Relationship Type: Select Vendor.

   • Parent Account: If you are creating a vendor location, select the Vendor name the location belongs to.

   • Phone/Fax/Website: Enter the phone, fax, and website information.

2. In the Address section, enter the vendor’s address.

3. In the Payment section, complete the following fields.

   • Currency: Select the currency code.

   • Payment Terms (required): Select the payment terms.

   • Credit Limit: Enter a dollar amount.

   • Tax Liable: Determines whether sales tax is added to the price of work orders. This defaults to Yes. If you select No, the Tax Area Code field is not required.

   • Tax Area Code (required): Select the tax area code.

4. In the Timeline section, after saving the new record, you can add notes and attachments.

5. Add a Primary Contact after saving the vendor record. You can add the Primary Contact for the vendor. To add the contact, click in the Primary Contact field and then select New Contact. In the Quick Create window, enter the contact information and then select Save and Close.

Details Tab

1. In the Company Profile section, enter the following information, as needed.

   • Industry

   • SIC Code

   • Ownership

2. In the Description section, enter a brief description of the business.

3. In the Contact Preferences section, select the Primary Time Zone and how the vendor prefers to be contacted.

4. In the Billing section, information entered on the General tab will automatically populate here.

5. In the Child Accounts section, any child location records display for the vendor. Mark the checkbox next to the location record and then select the ellipsis to perform actions on the selected locations.

Files Tab

Select the Files tab to view or add files to the vendor record.

Deactivating a Vendor

Deactivating a vendor means the record will be marked as inactive and will no longer appear in active lists or views. You can reactivate it later if needed. There may be records in the system that continue to reference these inactive records. A deactivated vendor can be reactivated. This will only deactivate the record in WennSoft Service.

The ability to deactivate a vendor depends on your assigned security role.

1. In the Service Operations sitemap, select Vendors.

2. Select the vendor you want to deactivate.

3. In the command bar, select Deactivate and confirm the deactivation. The account is deactivated and listed under the Inactive Vendors view.

Deleting a Vendor

IMPORTANT: Do not delete a vendor record in WennSoft Service or Business Central.