Vendors

Overview

Vendor records represent companies that you normally pay or owe money to. These can include owner operators, brokered carriers, utility companies, government agencies, or vehicle service shops.

Individual Vendor information is stored in a Vendor Record, and a comprehensive listing of Vendors can be found in the Vendor List.

Common Tasks

Accessing Records

• HOWTO: Search for Vendors
• HOWTO: Use Customizable List Templates for searching Vendors records

Creating and Modifying Records

• HOWTO: Create a New Vendor Record
• HOWTO: Create a New Owner Operator
• HOWTO: Obsolete a Vendor Record

Operational Tasks

• HOWTO: Add Carrier Payables to a Trip
• HOWTO: Generate Vendor Cheques
• HOWTO: Receive a Carrier Invoice
• HOWTO: View Carrier Rate History
• HOWTO: View Outstanding A/P

Best Practices

• Data Entry Standards