Vendor Setup

In HITS, vendors function in the Receiving View much like customers do on the Sales Counter View. Active vendors display in the header of Purchase Orders and Receipts, and vendor history is available once a vendor is selected.

🛠 How to Add a New Vendor

To add a new vendor:

1.) Go to the Views > Receiving > Vendor menu at the top of the HITS screen.

2.) Select Add to add the new vendor.

3.) Enter the following:

- Vendor name
- Address
- Contact info

4.) Navigate to the Account Info tab and set the store Usage field.

- - Store Only: Vendor will be used only in the current store
  - Corporate: Vendor can be accessed by all stores

5.) Save the vendor.

See Add New Vendor for full instructions

🏬 Multi-Store Vendor Setup

You may need to create separate vendor records for the same supplier when:

1.) Each store manages its own payables: Keeps invoice history and payments organized by store.

2.) You order from multiple vendor locations: Ensures correct routing and inventory cost tracking.

3.) You require isolated reporting or system-level store restrictions: Prevents incorrect posting across stores.

💡 Example:

A business has three different locations. All locations buy from American Tire Distributors (ATD). Each location has its own account number and receives separate invoices. If they used a single vendor setup:

- Risk cross-posting receipts to the wrong store
- Overwrite PO numbers or pricing
- Create confusion in payables

By setting up:

- ATD – Store 1
- ATD – Store 2
- ATD – Store 3

They keep vendor history, inventory receipts, and payables isolated and accurate.

🔐 Required User Permissions

To access vendor-related functionality, the following permissions must be set in the Permissions Matrix under the Receiving category

📌 Key Tips

Treat vendors on the receiving side like customers on the sales counter.
Ensure vendor names clearly identify the location or store when multiple are required.
Update permissions before training users to add vendors.