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Supplier Set-up

November 9, 2023

  • Based upon feedback from Multidev, the following steps have been documented for creating new suppliers. See section below regarding importing of supplier and other information through the MART supported data import spreadsheet.
  • New Supplier set-up, Purchase/Supplier Maintenance +
  • 1099 flag is boxed (not blank and not checked)
  • City must already be on file Corporate/Setup/Cities / States / Countries
  • Skip through Def PO Contact; possible editing from buyers
  • Additionnals Info
    • Supplier Type - Supplier type drives various different processes; choose correctly.
    • Tax Zone – Must set to NA zone or purchases will automatically be taxed.
    • UDF Definition – more information is being sought*; must be completed.*
    • Transportation Type – more information being sought to address FOB settings and purchase order requirement for vendor pays shipping, insurance, et. al.; possible editing from Buyers.
    • Buyer – obtain from Buyers; possible editing from buyers*.*
    • Language – Inquiry* about defaulting to *English; is required field.
    • International Phone #, Fax # and Misc # to take advantage of area code entry
  • Contacts
    • Add information here for Purchase Orders
    • Then set as Def PO Contact.
    • Linkage in SF can be updated without lookup.
  • Addresses
    • When setting up new Address, two contact columns, but they are not intuitive to set by Sales Associate and/or Email Address.
  • Accounting
    • Payment Terms, possible editing from buyers
    • Must add Company in order to add banking information in Description.
    • Description, References
      • 1099 information must be set-up here.
  • Actions
    • Is there linkage to actions on Supplier in Accounting to Smartforms?