Adding a New Vendor

Modified on Mon, Aug 26 at 12:08 PM

This article describes how to add a vendor and what the different vendor form fields mean.

There are multiple ways to add a new vendor to your system, whether it be on the web or on a mobile device.

From the sidebar, select Inventory, then Vendors, and then New Vendor at the top left or at the top right, click Add New and then Vendors. The Add Vendor form should open with the different form fields.
Enter the Vendor ID and the Vendor Name. These are the only two required fields, though the chart below ("Vendor Form Fields") will describe the other fields.
Select Save & Add Another to easily add multiple vendors at once, or select Save if you only need to add one.

Once finished, the new vendor's overview page should be displayed with the different form fields for easy access. The left menu contains other vendor information, such as the Vendor Contacts, Notes, Attachments, and Parts.

For explanations and more help about each, see:

Vendor Form Fields

The vendor form fields will appear upon clicking "Add New Vendor" and will look like this:

A chart with the name of each field and its description is below:

Field	Description
Vendor ID (required)	This is the code that SOMAX will use for the vendor. Valid characters include upper case alpha, digits 0-9, and $ % * + - . / :
Name (required)	This is the full company name of the vendor.
Address 1, 2, 3, & City	This is the vendor's address. There are 3 lines provided for the street address and one for the city.
Phone Number	The primary number to contact the vendor.
Customer Account	Your account with the vendor.
Email Address	The primary email address to contact the vendor.
Auto Email PO Indicator	When using an Interface if checked, auto emails the PO to the vendor.
Website	The web address for the vendor. For help setting up this lookup list, see Setting Up Lookup Lists.
FOB Code	A drop down menu of options to choose from. This entry describes how freight charges are paid on deliveries from this vendor and will be used as the default when creating a purchase request from this vendor.
Fax Number	The fax number to send and receive documents via fax with the vendor.
Terms	A drop down menu of options to choose from. This entry describes terms of payment with the vendor and will be used as the default terms code when creating a purchase request from this vendor. For help setting up this lookup list, see Setting Up Lookup Lists.
Business Address	The physical address for the vendor, such as where you may send/receive mail to/from.
Remit to Address	The address for where you would send the vendor payments.