Create sources to group vendors

Sources let you group vendors for reporting and mass mailing, with no impact on pricing, receiving, or system financials. Each vendor can belong to multiple sources. First you create a source, and then you can add vendors to it: see Add a vendor to a source.

The following procedure describes how to create vendor sources and report on all vendor source reference codes and descriptions.

To create a vendor source

1. Go to File>Vendor>Source.
2. On the Source Master, click New.

   

3. In the Source box, type a new code or reference number for the source, and then press the Tab key. You may use up to 6 characters.
4. Type a Description using up to 30 characters.
5. Click OK.

To get a list of all vendor sources

1. Go to File>Customer>Source.
2. Click the Report button.

   

3. On the Field Selection pop-up that appears, you can choose which fields appear: Code and/or Description. Drag the fields into the Print Order areas, and then click OK.

   

4. On the Print Document pop-up that appears, click View.

   

To update a source

1. Go to File>Vendor>Source.
2. In the Source box, click , and then click the source you want to update.

   

3. Click Edit.
4. Modify the Description as described in To create a vendor source, above.
5. Click Save.

To delete a source

1. Go to File>Vendor>Source.
2. In the Source box, click , and then click the customer source that you want to delete.
3. Click Edit.

   

4. Once the source is in edit mode, click the Delete button.
5. On the confirmation message that appears, click OK.