Vendors
The Vendor List shows every vendor your company buys from. It is the purchasing counterpart of the Customer List and works the same way.
Rearranging the list
Click Edit in the list's title bar to make the list changeable. While Edit is on you can:
- Rename a vendor or a group by clicking its name and typing.
- Drag vendors into groups, or out of them onto the empty space at the bottom of the list.
- Delete what you have selected.
Click Edit again to turn it off. The list is read-only the rest of the time, so a stray drag or double-click cannot move anything by accident.
Adding and removing vendors
Use New Vendor in the list's title bar to add one. A new vendor is created immediately with a placeholder name and opens so you can fill in its details.
Vendors are removed with Delete vendor(s) on the right-click menu. A deleted vendor disappears from the list but the purchase orders, receivers and bills that reference it are untouched — your purchasing history stays intact.
What a vendor record holds
- Name, address, phone and email — the address is what a printed purchase order puts in its buy-from block, so it is worth filling in before you send your first order.
- Default terms — the payment terms this vendor normally sells to you on. A new purchase order inherits them.
- Locations and contacts — the vendor's sites and the people at them.
- Parts — what this vendor supplies, under their part number and at their quoted price.
- Purchase orders, receivers and bills — everything raised against this vendor, on their own tabs.
Linking vendors to QuickBooks
If your company uses QuickBooks, vendors can be linked so that bills exported from Backbone land against the right vendor in your books. Right-click the list and choose Link QB Online Vendors or Link QB Desktop Vendors; the QuickBooks vendor list opens in its own tab and you drag a QuickBooks vendor onto the Backbone one to link them.