How to Create a Vendor Template

Vendor Templates allow you to create vendor records faster.  They contain default entries for many vendor record fields.  Vendor templates are not required, but you may create any number of them if you decide.

To create a vendor template, follow these instructions:

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. Click the New button.

4. Vision opens a new vendor record, and displays the Master screen.

5. Check the Template checkbox in the Pay To box.

6. Enter the data for the template.
   Vision requires you to enter data for the following fields before it can create the new template:

   Field	Screen
   Vendor #	Master
   Vendor Name
   City
   State
   Company
   Bank
   Buyer Code	Purchasing
   Return Cost
   Replenishment Report Sort Method
   PO Terms	Accounting
   Type
   Cost Region	Wholesaler EDI
   ADOT / Alt Facility

7. Click the Accept button in the bottom right of any of the four vendor maintenance setting screens when you are finished.