Vendors are used to manage supplier information and connect purchasing activity within C2W Inventory. Before creating Purchase Orders, vendors should first be added to the system.
C2W Inventory allows businesses to store vendor contact details, billing and shipping addresses, payment information, tax settings, remarks, and purchasing records in one centralized place.
There are two ways to create vendors in the system:
- Create vendors manually one by one from the New Vendor screen
- Batch import vendors from the Import Data screen
Creating a Vendor
Use the New Vendor screen when you want to add one supplier manually.
Basic Section
The Basic section stores the main vendor identity and system balance information.
- Name: Required. Maximum length is 50 characters. The name must be unique in the system.
- Balance: Calculated automatically by the system. It is the sum of all unpaid Purchase Order amounts for this vendor.
Users do not need to manually update the Balance field. When Purchase Orders are created, paid, or marked unpaid, the vendor balance updates automatically based on the payment status.
Contact Information
Use the Contact section to store the vendor representative and communication details.
- Contact Name
- Phone
- Fax
- Website
Billing Address
Use the Billing Address section to record the vendor billing information used for purchasing and payment records.
- AttentionB
- CountryB
- Address1B
- Address2B
- CityB
- StateB
- ZipB
Shipping Address
Use the Shipping Address section to record where purchase order-related shipments or vendor documents should be associated.
- AttentionS
- CountryS
- Address1S
- Address2S
- CityS
- StateS
- ZipS
If the shipping address is the same as the billing address, use the Copy Billing Address option to copy the billing information into the shipping address section.
Remarks
Use the Remarks field for internal notes about the vendor. For example, you can record special purchasing instructions, preferred communication notes, or other supplier details that may help your team.
Payment Information
Payment information helps standardize purchasing and payment details when creating Purchase Orders for this vendor.
- Currency
- Tax No
- Payment Terms
- Payment Method
- Tax Name
When a vendor is selected during Purchase Order creation, the predefined vendor information can be populated automatically into the Purchase Order.
Vendor Information in Purchase Orders
Once the vendor is created, C2W Inventory can use the vendor information during the purchasing workflow.
Vendor contact details can populate automatically when the vendor is selected on a Purchase Order.
- Billing and shipping details can be reused in the Purchase Order workflow.
- Payment settings such as payment terms and payment method can help keep purchasing records consistent.
- The vendor balance updates automatically based on unpaid Purchase Orders.