Editing a Vendor

Modified on Mon, Aug 26 at 12:40 PM

This article describes how to edit an existing vendor and describes the different vendor form fields.

For more information about vendors, see:

Editing a Vendor

From the left sidebar, select Inventory and then Vendors
Select the vendor you would like to edit. If you cannot find the vendor you are looking for, check your filters. For more help, see Filtering Vendors.
Scroll down to the bottom of the vendor information and select Edit.
Edit the vendor form fields as needed. The chart below describes each field.
Once done, select Save at the bottom right.

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 checked, auto emails the PO to the vendor when using an interface.
Website	The web address for the vendor.
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. For help setting up this lookup list, see Setting Up Lookup Lists.
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 payment invoices.