Vendors provide the products that you sell. Each vendor that you purchase from must be registered as a vendor card.

Vendor cards hold the information that is required to purchase products from the vendor. For more information, see How to: Record Purchases and How to: Register New Products.

Note
If vendor templates exist for different vendor types, then a window appears when you create a new vendor card from where you can select an appropriate template. If only one template exists, then new vendor cards always use that template.

To fill a new vendor card

  1. On the Role Center, choose Vendors to open the list of existing vendors.

  2. On the Home tab, in the New group, choose New.

    If only one vendor template exists, then a new vendor card opens with some fields filled with information from the template.

    If more than one vendor template exists, then a window opens from which you can select a vendor template. In that case, follow the next two steps.

  3. In the Select a template for a new vendor window, choose the template that you want to use for the new vendor card.

  4. Choose the OK button. A new vendor card opens with some fields filled with information from the template.

  5. Proceed to fill or change fields on the vendor card as necessary.

    Tip
    Read the tooltip for a field to understand how it impacts your use of the vendor in question.

The vendor is now registered, and the vendor card is ready to be used on business documents where you trade with the vendor. For more information, see How to: Record Purchases.

Note
**Pending NAV CRM* A new contact card is automatically created with the information that you entered in the Contact group on the vendor card. For more information, see Create and Manage Contacts.*

If you want to use this vendor card as a template when you create new vendor cards, you can save it as a vendor template. For more information, see the following section.

To save the vendor card as a template

  1. On the Actions tab, in the Functions group, choose Save as Template. The Vendor Template window opens displaying the vendor card as a template.

  2. In the Template Name field, enter a descriptive name for the type of vendors that can be created by using this template.

  3. To reuse dimensions in templates, on the Home tab, in the Master Data group, choose Dimensions. The Dimensions Template List window opens displaying any dimension codes that are set up for the vendor.

  4. Edit or enter dimension codes that will apply to new vendor cards created by using the template.

  5. When you have completed the new vendor template, choose the OK button.

    The vendor template is added to the list of vendor templates, so that you can use it to create new vendor cards.

Tip

See Also