How to Create a New Vendor from a Template

Creating a vendor from a template saves you time.  The template contains default entries for many fields.

To create a new vendor from a template, follow this procedure:

1. Navigate to the Vendor Maintenance tab.

2. Make sure you are on the Vendor Profile screen.
   The Vendor Profile screen is the first screen in the Vendor Maintenance tab.

3. Search for and select a Vendor Template.

4. Select the Master screen.

5. Click the Copy button in the lower right of the master screen.

6. Vision creates a copy of the template, and places the cursor at the Vendor # field.

7. Enter a vendor number and edit all four settings screens of the vendor profile:
   Master Screen
   Accounting Screen
   Purchasing Screen
   Wholesaler EDI Screen

8. When you finish editing the settings for this new vendor, click the Accept button in the lower right of any of the four settings screens.