The Vendor Info screen contains a complete history of your dealings with a particular Vendor. At the top of the screen, you'll be able to access vital stats such as the Vendor's address, contact info, and your credit limit with them. If any notes about the Vendor exist, you'll see the first few lines of these notes in this section as well. Just click the Edit Notes... button to view the notes in their entirety.
Of course, if you see any information about the Vendor that needs to change, click the Edit Vendor... button to pull up the New Vendor dialog with the Customer's info already filled in. Just make any needed adjustments, and then save it off.
Below this info, you have a series of three tabs. Each tab has a set of commands as well as a pertinent list of information available to you:
You can double-click any listing to bring up its corresponding transaction. Let us quickly go over the information and commands that can be found on each tab:
Purchase Orders. This tab shows a list of all purchase orders and that you've created for this Vendor. Additionally, you have buttons that will let you create a new PO for the Vendor. Finally, you can also choose Duplicate Selected Transaction to create a new instance of an old transaction. This is can be a real time-saver if, for example, you have a Vendor from whom you places periodic Purchase Orders for the same set of Items over and over.
Receiving Docs / Vendor Returns. This tabs shows all Receiving Doc and Return transactions for the Vendor. Additionally, it offers buttons to create a brand new Receiving Doc or Vendor Return for the Customer in question.
Items. Finally, you have a list that shows all the Items that were
recently shipped to the Customer. This defaults to the 30 most recently
shipped Items, but you can change this with the filter located just below
the list itself:
This tab also sports a couple of useful commands. Click Add Selected Items To Open Documents to add any selected Items in the list to any or all open transaction forms of your choosing, such as Sales Docs, Vendor Returns, etc. Or, you can choose the Add Selected Items to New... submenu to start a brand new transaction based on the current Customer. You can choose from the following documents: Purchase Order, Receiving Doc, Vendor Return, or RFP.