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Adding New Vendors
To add a vendor, first navigate to the Purchase Order homepage, and then click “Add a Vendor.”
This detail display contains tabs (e.g., General, Acct Status, and History/Misc) with each displaying different informational fields. Typically, the most important fields are presented on the General tab. Read more about detail screens in Axiom.
All required fields must be populated and the vendor added before additional information can be entered or other fields navigated to. Fields with grayed-out boxes cannot be edited. Information inside these boxes is often automatically assigned and maintained by the system.
Fields followed by a magnifying glass or boxed arrow represent information that exists elsewhere in Veracross. As information is typed in these fields, the system will attempt to automatically populate the data. Click the magnifying glass to view full detail information for the entity. If Veracross cannot locate the entity you are searching for based upon the characters you enter then click the boxed arrow to perform a more detailed search for the entity.
Finally, click “Add Vendor” .
To update information on a vendor, first open the Purchase Order homepage and then click “Find a Vendor.” Specify search criteria in the query design screen and click “Run Query” . Read more about designing and running queries.
In the query results screen, click the name of the vendor to update. In the Vendor detail screen, update the desired information, and click “Update” to complete the update.
To cancel the update, navigate away from the page by clicking the “Back” button in your browser and confirming that you want to leave the page when prompted.