How to Add a Vendor Location to your Pending Vendor Record
Click the "Vendor Addresses" tab in the left hand menu in your Editor screen.
The top attribute lists some basic instructions for setting up Vendor Addresses. If you need more information about the terms used, see our Glossary page
Click the + button to start a new Address record. This will launch a new tab.
When the new tab opens, mark Yes or No for both Ordering and Pay at the top of the screen. SAVE the record.
Ordering = Yes means product will be picked up or delivered from this location.
Pay = Yes means payments should be made to this address.
One Vendor Address record can be both Ordering and Pay = Yes, as long as the address is the exact same for both.
Next, Complete the Address portion of the record and SAVE the record.
For Ordering = Yes, this should be the physical (street) address.
For Pay = Yes, this should be either the mailing address.
State is required when the Country is the United States. Province is required when the Country is Canada.
The Phone Number fields below the address are for a main contact number for the facility. More specific contact information can be provided on the Vendor Contact tab. These fields are not required. If you are unsure of the Country Code, please leave blank.
If Pay = Yes, the Payment Terms field defaults to Net 30 and cannot be edited at this time. If you would like to request different payment terms, please submit a submit a Zendesk Ticket.
If Order = Yes, you will see a new attribute displayed and a new tab in the left hand menu. Answer the FOB question and SAVE the record. If FOB = No (Vendor Delivers), no further information is necessary and you can close the (Vendor Number Null) tab.
If you have selected FOB = Yes (GFI Backhauls product) you will have to complete additional information on the Freight tab. Click the "Freight" Tab and complete the information in the "Backhaul Details" section. Be sure to SAVE the record when done.
When there are no more red errors on the Address record, you can close the tab with the X and return to your pending vendor record.
You must have at least one Ordering = Yes location AND one Pay = Yes location. If you need to add another location to your pending vendor record, click the + again to start a new location record and follow the same steps.
