Adding a Multi-Site Vendor (No Master Site)

If your multi-site system includes a master site, use the steps in Maintaining Vendors from a Master Site. Otherwise, use the processes described here.

You may want an administrator to control adding, updating, and deleting vendors across the system. Keep in mind that each site can control its local vendor records, and these records are independent of other sites.

Note:  In the following description, "shared sites" means the A/P category is being replicated between the sites.

When a vendor is added in one site, it does not automatically populate in other shared sites. To add the existing vendor into another shared site:

  1. On the Vendors form, select Actions > New.
  2. Enter the vendor number or select it from the drop-down list. (The vendor number already exists at the other site and was replicated to this shared site). Some of the information, including the address, URL, and payment hold information, is copied from the source site.
  3. You must then fill in the rest of the information manually in the Vendors form at the shared site.

Another way to duplicate vendor records in multiple sites is to create the records in one site, export them to a spreadsheet, and import the spreadsheet into the Vendors form at the new site. (Make sure the form's grid columns are arranged in the same order at both sites.)

If your sites are accessible through a single computer, you also may be able to use the Right-click Copy feature to copy the vendor rows from the Vendors form on one site and then use Edit > Paste Rows Append to add them in the Vendors form at the other site.

Validation of certain fields is based on the site where you are adding the record.

Note: 
  • Right-click > Find brings up the Vendors Query form, where you can find vendor records for the local site.
  • The Vendor field's drop-down lists only the current site's vendors.

In New mode (after clicking the New button or selecting Actions > New), all shared sites' vendors are shown:

  • Right-click > Find brings up the Multi-Site Vendors Query form, where you can find vendor records for the local site or any shared site. (You can then choose to add a shared vendor to the Vendors form on the local site.)
  • The Vendor field's drop-down lists all shared sites' vendors.