Vendor/Sub entry form

Vendor/Sub Entry Form

To open the Vendor/Sub Entry form, click on Setup in the shortcut or drop-down menu, then click on Lists, then click on Vendors/Subs.

The Vendor/Sub form allows you to enter information about Vendors and Subcontractors.

Smart Contractor does not come with any Vendor/Subs pre-defined. You may enter these as they are needed in a job. Once you have entered Vendor/Sub records, they can be used in future jobs.

Aside from the standard prompts available on all forms, the Vendor/Sub entry form has the following prompts:

Name:

Enter the name of the Vendor/Sub. This is the name that appears in prompts for the Vendor/Sub in Smart Contractor.

QuickBooks Integration Note:

The data entered in the prompt for Name: is written to the "Vendor Name" prompt in the edit vendor form in QuickBooks (if you are using QuickBooks Integration).

Address Name:

Enter the name that you want to appear in the address of the Vendor/Sub. This is the name that appears in the address of Purchase Orders for the Vendor/Sub.

QuickBooks Integration Note:

The data entered in the prompt for Address Name: is written to the "Company Name" prompt in the edit vendor form in QuickBooks (if you are using QuickBooks Integration).

Address 1:, Address 2:

Enter the Vendor Address.

QuickBooks Integration Note:

The data entered in the prompt for Address 1: is written to the first line of the "Name and Address" box in the edit vendor form in QuickBooks (if you are using QuickBooks Integration). The data entered in the prompt for Address 2: is written to the second line of the "Name and Address" box

City, State, Zip

Enter the Vendor Address.

QuickBooks Integration Note:

The data entered in the prompts for City, State, and Zip is written to the third line of the "Name and Address" box in the edit vendor form in QuickBooks (if you are using QuickBooks Integration).

Account #:

Enter your company's account number with this vendor.

This will appear in the "Bill To:" box in when you create Purchase Orders in Smart Contractor.

Deliver To:

Enter or select the default Deliver To location to use when you create purchase orders for this vendor.

Terms:

Select the default Payment Terms to use when you enter purchases for this vendor.

Contact:

Enter the name of the contact person.

Type:

Select Vendor, Subcontractor, or Warehouse.

"Warehouse" type vendors are used to track product inventory. You enter product inventory in the Enter Products form.

Sub Type:

Select or enter the Subcontractor Type.

The Subcontractor Type is used to group Subcontractors by type, so that you can select subcontractors by type in the Create Quote Request form.

Email:

Enter the email address of the contact person. This is used to email price quote requests to the vendor from the Create Quote Request form.

Note: Before you can send email from Smart Contractor, you must set up your email service provider information in the Email Setup form.

Office, Cell, Fax:

Enter the phone numbers.

Contractor's License Number:

If this is a subcontractor, enter their contractor's license number.

Certificate of G.L. Insurance On File?:

If this is a subcontractor, check box if you have certification of the subcontractor's General Liability insurance on file.

Additionally Insured?:

If this is a subcontractor, check box if you have certification of the subcontractor's Additional insurance on file.

Expiration Date:

If this is a subcontractor, enter the Subcontractor's General Liability insurance expiration date.

Certificate of W.C. Insurance On File?:

If this is a subcontractor, check box if you have certification of the subcontractor's Worker's Comp insurance on file.

Expiration Date:

If this is a subcontractor, enter the Subcontractor's Worker's Comp insurance expiration date.

Send 1099?:

If this is a subcontractor, check box if you need to send them a 1099 tax form.

Tax ID / SSN:

If this is a subcontractor, enter their federal Tax ID, or SSN.

Notes:

Enter any notes for this vendor or subcontractor.