A supplier's incidental information (name, address, logo, etc.) is managed from the Detail tab. The Detail tab is divided into four sections - Supplier Info, Contact Method, Address, and Supplier Properties.
- Click here for information on the Tabs available for Suppliers
- Click here for information on adding a Supplier property
|Short Name||A short "nickname" for the supplier|
|Full Name||The official name of the supplier. Some suppliers insert the legal name of the company.|
|Parent Supplier||If the supplier is a "child" of a "parent" organization, a selection of parent suppliers are available in the drop-down menu.|
|FEIN||The supplier's Federal Employer Identification Number|
|Next Invoice Number||The next available invoice number for billing customers|
|Copy Information From||A feature used to quickly populate information for a new supplier, the Copy Information From field offers a selection of existing suppliers in the drop-down menu. Choose an existing supplier from the drop-down menu and those attributes will copy to the new supplier. The new supplier's attributes can still be edited.|
|Type||The type of mechanism used to contact the supplier - phone, email, etc.|
|Value||The value according to the mechanism chosen. If "Phone" is selected as the type, the value should be a 10-digit conventional phone number.|
|Is Primary||Place an "X" in the corresponding box of the preferred contact method.|
|DoNotText||Place an "X" in the corresponding box of any cell phone that should not be texted to.|
|Country||The country in which the supplier is located.|
|Street 1||The number and street on which the supplier is located.|
|Street 2||If needed, additional address information can be added here - Suite #, Dock B, etc.|
|City||The city in which the supplier is located.|
|State||The state (or province if the country is Canada) in which the supplier is located.|
|Zip Code||The Zip Code (or Postal Code if the country is Canada) in which the supplier is located.|
Supplier Properties (also called Employer Properties) define how supplier-related processes work in Avionté.
|Property||The name of the property. Supplier property names are CamelCased and/or frequently use underscores to separate words. This is because they are the actual property names used in Avionté databases.|
|Value||The value assigned to the corresponding property. After entering a value, click Save to save the entry.|
An auto-generated date installed when a property is entered.
To add a supplier property, visit the Add a Supplier Property article.