Understanding Vendor Cards in Microsoft Dynamics GP

Friday, 21 January 2022 by AccSoft Evangelist

Use Vendor Cards to track the status of vendors and to print reports. Moreover, it’s important to keep this information up to date to reflect your company’s current activity. So, use the Vendor Maintenance window to create new vendor cards. Before you begin entering the first vendors, consider how to arrange the current and future vendor records. The minimum to set up a vendor is the Vendor ID, Name, and Class ID. You might want to assign specified groups of IDs to different types of vendors. You also might want to assign them to different vendor classes.

Start Microsoft Dynamics GP and click ‘Purchasing’ → click ‘Vendors’ under ‘Cards’ and the following window will appear:

Some fields in the window will have default values. Some default values are the same for all vendor information, but others come from the vendor class information entered in the Vendor Class Setup window.

Steps to set up Vendor Cards

Select or enter Vendor ID. It is advisable to use similar IDs for all the vendors. Any alphanumeric set of characters is acceptable. Likewise, the maximum length of this field is 15 characters, be sure that all the IDs have the same number of characters. Use the system consistently for the best results when printing reports and using other windows.
Enter or modify the Name of the vendor. The Short Name can be used in circumstances when the vendor name is too long. Also, the name printed on checks is the Check Name.
Use status for categorizing your vendors according to their business practices. Vendors can be active, inactive, or temporary. As a result, each of these statuses limits the data entered or posted and places restrictions on deleting or modifying a vendor card.
Assign the vendor to a class. Once a Class ID is entered, much of the information in this window, the Vendor Maintenance Options window, and Vendor Account Maintenance windows will appear as default values, which can be changed on a per-vendor basis.
Enter Address ID.
Click to enter or modify the internet address for a vendor.
Enter or modify Address, Contact Information, Phone, and Fax Numbers.
Modify the Tax Schedule and Shipping Method or accept the default.
Enter or modify Comments for reference purposes. (Optional)
Click ‘Options’ to open the vendor maintenance window.
Enter vendor options, or change vendor options from those that are provided as default values from the class. When you’re satisfied with the entries, choose OK.
Click ‘Accounts’ to open the vendor account maintenance window.
Enter the Account number for the vendor or change from those that are provided as default account numbers from the class. Finally, when satisfied with the entries, choose OK.
If the vendor has multiple addresses, click ‘Address’ to enter a different address for the same vendor.
Click the printer button to print the contact card or click ‘Save’ to save the vendor card.
If you want to delete any vendor card, select vendor ID and click ‘Delete’.

More Info

For more information, please visit us at Microsoft Dynamics GP – Great Plains

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You can email us at info@accsoft.com or call us at 1-888-929-3266.

Published in Add-on, Dynamics GP, eCommerce Solutions for Microsoft Dynamics, Mobile, Technology

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How to Create Webstore Catalog from Microsoft Dynamics GP

Wednesday, 24 November 2021 by AccSoft Evangelist

Webstore Catalog – Microsoft Dynamics GP

One of the essential requirements of any eCommerce solution is the creation of a catalog. We create catalogs for the purpose of grouping and categorizing similar items together. Catalogs make it easy for the site visitor to search and browse. It enables them to find the items they are looking for with the minimum number of clicks. x2x Connect e-commerce module for Dynamics GP allows you to create the web catalog from inside of GP. One has to create categories and subcategories under the e-commerce tab to do this. Each one of these categories and subcategories represents an individual catalog page on your e-commerce website catalog.

Adding Categories

To create a new category select a parent category and just type the name of the new category. We enter the required information and click save. After that, a new Catalogs page is created on your e-commerce website. You can also define the category name and description or link a video to one of the catalogs fields. Defining the Meta information will make the catalog page SEO friendly. At any point in time, you can include or exclude a catalogs page on your website by checking a box.

Assigning items to Catalog Pages

x2x Connect e-commerce module in GP enables you to manage your products and catalogs. You can assign every item with one or more pages in your catalogs. For example, you may have a camera on multiple catalog pages on your website including Digital Camera, Camcorder, and Electronics. Usually, all the items are shown on the ‘details’ page. But, only the main attractions are shown on the Category Header Catalogs. For example, a site may have 50 different cameras cataloged and shown under their respective heads. We mostly show only a few, most popular ones on the Camera page. The ability to assign an item to any catalogs page visually makes it very easy to make this happen. If you want to change items from the hot items page and put new ones, just check a few boxes.

The export and import features make this even easier. It allows you to export item catalog relationships to excel, assign items to the main or sub-catalogs, and import them back. At any point in time, you can add or remove any item from any catalog page from inside of GP with just a simple click.