Vendors:


These are user created entities in Sync that present suppliers, manufacturers, CMTs, or importers that products and raw materials will be purchased from or who provide a billable service.


Vendor fields:

  • Company Name: The name of the vendor. Is required and must be unique.
  • Vendor Type: The vendor type that the vendor falls under. Is required and must be selected from list of vendor types created in Sync Admin.
  • Term: Payment terms of the vendor. Is required and must be selected from list of terms created in Sync Admin.
  • Currency: The currency of the vendor. Is required and must be selected from list of currencies created in Sync Admin. 
  • Contact Name: Name of primary contact at vendor. Not required and can be left blank.
  • Phone: Phone number of vendor. Not required and can be left blank. 
  • Fax: Fax number of vendor. Not required and can be left blank.
  • Accounting No: Accounting number for vendor. Not required and can be left blank.
  • Tax #: Tax number of vendor. Not required and can be left blank.
  • CK No.: Company registration number of vendor. Not required and can be left blank. 
  • Website: Website URL for vendor. Not required and can be left blank.
  • Contact Email: Primary contact email of vendor. Not required and can be left blank.
  • Ext Acc No.: External account number for vendor: Not required and can be left blank.
  • Route: Route name for vendor. Not required and can be left blank.
  • Calendar: Production calendar for vendor which is selected from dropdown list of calendars set in Sync admin. Not required and can be left blank.
  • Production: Production date for vendor. Not required and can be left blank.
  • Delivery and Postal Address: Postal and delivery address of vendor. Address line 1 is required for both.


Important Notes:

  • Vendors cannot be deleted once linked to a job product or cost sub type.
  • Marking a vendor as inactive will prevent users from selecting vendor for new job products or cost sub types, but vendor will still appear on existing job products and cost sub types.
  • Vendors can be marked as local or non-local.
  • Terms for vendor will affect final costing of finished goods they are linked to, depending on the rate set for the term in Sync admin.
  • Currency of vendor will affect the currency the total is displayed in for purchase orders raised for the vendor. 


Related Help: