Custom Fields (Vendor Defaults)

How Do I...

You use custom fields to set up fields that aren't available on the Maintain Vendors window. For example, you can track vendors by location (in-state, out-of-state, international). Here in Vendor Defaults, you would enter the label as "Location". Then, when you're entering an actual vendor, you would enter the vendor's location in the Customizable Fields section of the General tab.

To set up custom field names for your vendor records, select the Custom Fields tab on the Vendor Defaults window.

Select the Enabled check box to enter or change the field label. If you decide not to use a field, simply clear the Enabled check box. The data for each vendor will remain, but it will be inaccessible. If you decide you want to use the field label again, select the Enabled check box, and the program will make the data available.

ClosedHow to set up and use custom fields

There are two steps to setting up and using custom fields:

  1. Set up and enable custom field names/labels in Vendor Defaults.
  2. Enter information for each vendor record in the custom fields on the General tab in Maintain Vendors.

ClosedExamples

Custom fields let you use your imagination. What do I really need to know about my vendors? Following are examples of vendor custom fields you could set up.

Field Name

Data Entered

Office Manager or Account Rep

enter additional contacts you have with the vendor

Preferred (Y/N)

indicate whether this is one of your primary vendors or a secondary vendor

Expiration Date

if you have credit card companies set up as vendors

Contributor?

indicate whether this vendor contributes door prizes for your company holiday party
What do you want to do next?

Published: March 21, 2017
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