{"id":2182,"date":"2014-11-24T17:07:24","date_gmt":"2014-11-24T22:07:24","guid":{"rendered":"http:\/\/certek.com\/kb4\/?p=2182"},"modified":"2026-02-06T18:04:39","modified_gmt":"2026-02-06T23:04:39","slug":"vendor-record","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/vendor-record\/","title":{"rendered":"Vendor Record"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Vendors and Purchasing\" src=\"https:\/\/player.vimeo.com\/video\/952321229?dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe>\n<\/div><\/figure>\n\n\n<p>\n\n\n\n<\/p>\n<p>Each Item Record in Artisan requires a preferred vendor. This can be the same or different from your manufacturer.<\/p>\n<p>\n\n\n\n<p>You can create vendors a few different ways:<\/p>\n<p>1. In the Item Record, click on the Preferred Vendor dropdown and select \u201c<strong>Edit<\/strong>,\u201d then \u201c<strong>Add.<\/strong>\u201c<\/p>\n<p><a title=\"\" href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h18_58.png\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-11621 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h18_58.png\" sizes=\"auto, (max-width: 669px) 100vw, 669px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h18_58.png 755w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h18_58-300x186.png 300w\" alt=\"\" width=\"669\" height=\"415\" \/><\/a><\/p>\n<p><a title=\"\" href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h19_21.png\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-11622 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h19_21.png\" sizes=\"auto, (max-width: 574px) 100vw, 574px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h19_21.png 574w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h19_21-300x258.png 300w\" alt=\"\" width=\"574\" height=\"493\" \/><\/a><\/p>\n<p>2. Click \u201c<strong>Vendors<\/strong>\u201d from the tool bar and click \u201c<strong>Add a New Record<\/strong>\u201d (or access the \u201c<strong>Vendor<\/strong>\u201d screen under \u201c<strong>Inventory<\/strong>\u201d from the \u201c<strong>Main Menu<\/strong>\u201c).<\/p>\n<p><a title=\"\" href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h23_26.png\" data-rel=\"lightbox-image-2\" data-rl_title=\"\" data-rl_caption=\"\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-11623 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h23_26.png\" sizes=\"auto, (max-width: 704px) 100vw, 704px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h23_26.png 1252w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h23_26-300x177.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h23_26-1024x605.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h23_26-768x454.png 768w\" alt=\"\" width=\"704\" height=\"416\" \/><\/a><\/p>\n<p><a title=\"\" href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h24_02.png\" data-rel=\"lightbox-image-3\" data-rl_title=\"\" data-rl_caption=\"\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-11624 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h24_02.png\" sizes=\"auto, (max-width: 712px) 100vw, 712px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h24_02.png 1088w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h24_02-300x242.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h24_02-1024x826.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h24_02-768x620.png 768w\" alt=\"\" width=\"712\" height=\"574\" \/><\/a><\/p>\n<p>Regardless, you\u2019ll be sent to the new vendor record screen.<\/p>\n<p><a title=\"\" href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h35_59-1.png\" data-rel=\"lightbox-image-4\" data-rl_title=\"\" data-rl_caption=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-11637 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h35_59-1.png\" sizes=\"auto, (max-width: 673px) 100vw, 673px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h35_59-1.png 673w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h35_59-1-300x209.png 300w\" alt=\"\" width=\"673\" height=\"469\" \/><\/a><\/p>\n<p>Most of the fields in the vendor record are self-explanatory. It is always beneficial to fill in as much information as you have about the vendor. It will give you one place of reference and the necessary information will show on purchase orders.<\/p>\n<p><strong>Basic Info Tab<\/strong><\/p>\n<p><strong>1.<\/strong>\u00a0The first field is the vendor code. The vendor code is a unique abbreviation for your vendor. Usually, this code is shorter than the vendor name, so it will be easier to type, but some like to make it the same name as the vendor, so it is easier to remember.<\/p>\n<p>If you are using automatically generated codes, your vendor code field will automatically say &lt;&lt;AUTO&gt;&gt;. See\u00a0<strong><a href=\"https:\/\/certek.com\/kb4\/numbering-schemes\/\">Numbering Schemes<\/a><\/strong>\u00a0for more details. The Vendor Code is generated when the record is saved. If you do not like the code that is generated, you can edit the record and change the code.<\/p>\n<p><strong>2.<\/strong>\u00a0The Main\u00a0<strong><a href=\"https:\/\/certek.com\/kb4\/lesson-103-category-record-basics\/\">Category<\/a><\/strong>\u00a0field, at the bottom left, is used if most of the items from this vendor fall into a specific category. When you create new inventory items and specify the vendor, the category will be set to the category you specify here. If the items from this vendor fall into a number of different categories, then leave it set to \u201c(none)\u201d.<\/p>\n<p><strong>3.<\/strong>\u00a0The Vendor Type field helps you classify different types of vendors. You can filter vendor records based on this field in the vendor Power Search.<\/p>\n<p><strong>4.<\/strong>\u00a0If this vendor has a tax number, you can insert it here.<\/p>\n<p><strong>Shipping Tab<\/strong><\/p>\n<p>Enter the vendor\u2019s shipping information here.<\/p>\n<p><a title=\"\" href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h53_53.png\" data-rel=\"lightbox-image-5\" data-rl_title=\"\" data-rl_caption=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-11642 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h53_53.png\" sizes=\"auto, (max-width: 665px) 100vw, 665px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h53_53.png 665w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h53_53-300x208.png 300w\" alt=\"\" width=\"665\" height=\"461\" \/><\/a><\/p>\n<p><strong>Pricing &amp; Consignment Tab<\/strong><\/p>\n<p><a title=\"\" href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h58_08.png\" data-rel=\"lightbox-image-6\" data-rl_title=\"\" data-rl_caption=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-11645 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h58_08.png\" sizes=\"auto, (max-width: 673px) 100vw, 673px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h58_08.png 673w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_13h58_08-300x210.png 300w\" alt=\"\" width=\"673\" height=\"470\" \/><\/a><\/p>\n<p>If you apply a pricing scheme to this vendor, select it here. Otherwise, leave it at \u201c(none).\u201d<\/p>\n<p>If the vendor is a consignment vendor (ex. Artist), select \u201cYes.\u201d<\/p>\n<p>You can edit their consignment settings here, including if new items default to consignment, if the consignor gets a \u201csplit\u201d of the sale or fixed amount, and the percentage of the split, if applicable.<\/p>\n<p>You can also set a monthly rental fee for the consignor and if the consignor pays any credit card fees when customers purchase their products.<\/p>\n<p><strong>Account Numbers &amp; Terms Tab<\/strong><\/p>\n<p>You can specify account numbers and PO terms per-site. \u201c<strong>Multi-Site Inventory Tracking<\/strong>\u201d must be turned on in your \u201c<strong>Optional Features<\/strong>.\u201d You can have your sites use the main account numbers and PO terms or set their own from this screen.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2022-01-14_10h11_17.png\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2022-01-14_10h12_44.png\" \/><\/p>\n<p><strong>Notes &amp; Keywords Tab<\/strong><\/p>\n<p>You can add any additional information about the vendor here, including pop-up notes, keywords, memos, and a prefix for UPC codes. The pop-up note will show as soon as you create a PO for this vendor. Memos and keywords do not show on POs. You can use keywords to group vendors to make them easier to find (ex. Power Search, Keyword).<\/p>\n<p><a title=\"\" href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h03_20.png\" data-rel=\"lightbox-image-7\" data-rl_title=\"\" data-rl_caption=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-11650 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h03_20.png\" sizes=\"auto, (max-width: 668px) 100vw, 668px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h03_20.png 668w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h03_20-300x208.png 300w\" alt=\"\" width=\"668\" height=\"464\" \/><\/a><\/p>\n<p><strong>Internet Store Tab<\/strong><\/p>\n<p>If you would like this vendor\u2019s items included in your Internet Store, select \u201cYes.\u201d<\/p>\n<p><a title=\"\" href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h04_23.png\" data-rel=\"lightbox-image-8\" data-rl_title=\"\" data-rl_caption=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-11651 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h04_23.png\" sizes=\"auto, (max-width: 663px) 100vw, 663px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h04_23.png 663w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h04_23-300x211.png 300w\" alt=\"\" width=\"663\" height=\"467\" \/><\/a><\/p>\n<p><b>External Accounts Tab<\/b><\/p>\n<p>Information from this tab is used when you export to an external accounting program like QuickBooks. Read about <strong><a href=\"https:\/\/certek.com\/kb4\/external-accounting-with-quickbooks-2\/\">External Accounting with QuickBooks<\/a><\/strong> for more information. Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission.<\/p>\n<p><a title=\"\" href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h08_36.png\" data-rel=\"lightbox-image-9\" data-rl_title=\"\" data-rl_caption=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-11652 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h08_36.png\" sizes=\"auto, (max-width: 666px) 100vw, 666px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h08_36.png 666w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h08_36-300x209.png 300w\" alt=\"\" width=\"666\" height=\"465\" \/><\/a><\/p>\n<p><strong>F4 = Activity Tab\u00a0<\/strong><\/p>\n<p>Here, you can run Activity Reports to see any purchase orders for the vendor. You can also see a breakdown of the total amount sold from this vendor, units sold, and more.<\/p>\n<p><a title=\"\" href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h19_21.png\" data-rel=\"lightbox-image-10\" data-rl_title=\"\" data-rl_caption=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-11655 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h19_21.png\" sizes=\"auto, (max-width: 679px) 100vw, 679px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h19_21.png 679w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-27_14h19_21-300x209.png 300w\" alt=\"\" width=\"679\" height=\"473\" \/><\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Each Item Record in Artisan requires a preferred vendor. This can be the same or different from your manufacturer. You can create vendors a few different ways: 1. In the Item Record, click on the Preferred Vendor dropdown and select \u201cEdit,\u201d then \u201cAdd.\u201c 2. Click \u201cVendors\u201d from the tool bar&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[302,326,283],"ht-kb-tag":[],"class_list":["post-2182","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-welcome-to-artisan","ht_kb_category-vendor-records","ht_kb_category-inventory"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/2182","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=2182"}],"version-history":[{"count":5,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/2182\/revisions"}],"predecessor-version":[{"id":23027,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/2182\/revisions\/23027"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=2182"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=2182"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=2182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}