VENDORS - Addresses

Establish default settings for use in Purchase Orders

• append a New address

• • click on
  • type a code to be displayed in the list
  • enter address and contact information as described below
• append a new address copied from the selected address in the list
  • click on
  • type a code to be displayed in the list
  • make the desired changes to address and contact information as described following
• Addresses Address sub tab
  • Contact Information

• • • Validate Address if Avatax is active for US Sales Taxes
    • enter main Address, Phone, Fax, Email and Website
  • click Map to pinpoint the address with Google Maps or select from other options in the drop-down menu

• • Hold Address will render the selected address un-usable on a Purchase Order
  • enter Name, Phone, Fax, Email and Contact Type for unlimited contacts
    • to manage Contact Type: Edit > Company Settings > Company > Contact Types tab
  • enter main Email and Website addresses 
• Addresses Sales Taxes sub tab 
  • establish default settings for up to 4 taxes for the vendor address selected, to be used on new Purchase Orders and Accounts Payable transactions
  • for tax setup - see Sales Taxes

• • to set Vendor tax defaults: Edit > Company Settings > Vendors

• Addresses Order Defaults sub tab

• • 0ption to establish default Shipping Method (Ship Via) on new Purchase Orders for this Vendor, which can be changed in the PO (see Shipping Methods for more information)
    • select from the browse - or create a new Shipping Method from the browse list for use in this and future Purchase and Sales Orders (you can also add / maintain Shipping Methods in Edit > Ship Via)

                       

• • enter a unique Code / Description 

             

• • the rest of the settings are related to Shipping Methods used for Sales Orders -  also see Shipping Methods
  • Communications - option to enter a Communication / Attachment related to this Shipping Method - see also Vendors - Communications

• • Expense - set the default G/L expense account that Accounts Payable invoices will be charged to, which can be changed at the time of transaction entry, user settings permitting (see Accounts Payable - New Transaction)
• User Defined sub tab allows addition of custom fields for use in filters, searches, forms and reports - see User Defined Fields

• Integrations tab

if you are using Avatax for US tax tracking, you can set the Provider Code for this Vendor