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Creating a new vendor

Version: V4.1.10084
Added on: 04/01/15
Difficulty:
Time: 15 min
Category: Tutorials

Useful Terms

Distributions Perspective    

Creating a new vendor

1. Are you ready?
   
   In this tutorial we are going to learn how to create a new vendor.
   
   We are going to create a new vendor with the following parameters:
   
   

   Name: My First Vendor
   Code: 001
   Remittance Email: john.smith@email.com
   
   Deposit information:
   Holder Name: John Smith
   Account Number: 4099999992
   Routing Number: 021000021
   
   Contact information:
   Contact Name: John Smith
   Street: 300 5th Ave
   City: New York
   Zip Code: 10001
   Email: john.smith@email.com
   
   Business Information:
   Legal Name: My Company LLC
   Federal Tax ID: 22-123456789
   Est. Transaction Volume: 20000
   Est. Transaction Amount: 1000
   Relationship Begin Date: 11/23/2024
   
2. Log in to the system using your Username and Password and switch to the Management => Distributions Perspective.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
3. Click   Newbutton in the top left section of the screen and choose Vendor from the list.
4. Locate   Detail  groupbox
5. Enter 001 into the Codetextbox
6. Enter My First Vendor into the Nametextbox
7. Select II in Leveldropdown
8. Locate   Deposit Information  groupbox
9. Enter John Smith into the Holder Nametextbox
10. Enter 4099999992 into the Account Numbertextbox
11. Enter 021000021 into the Routing Numbertextbox
12. Locate   Contact Information  groupbox
13. Enter John Smith into the Contact Nametextbox
14. Enter 300 5th Ave into the Street 1textbox
15. Enter New York into the Citytextbox
16. Select United States in Countrydropdown
17. Select New York in Statedropdown
18. Enter 10001 into the ZIP Codetextbox
19. Enter john.smith@email.com into the Emailtextbox
20. Locate   Business Information  groupbox
21. Enter My Company LLC into the Legal Nametextbox
22. Enter 22-123456789 into the Federal Tax IDtextbox
23. Choose Limited Liability Company Ownership Structure  dropdown  
24. Choose Weekly Estimation Period  dropdown  
25. Enter 20000 into the Est. Transaction Volumetextbox
26. Enter 1000 into the Est. Transaction Amounttextbox
27. Enter 11/23/2024 into the Relationship Begin Datedatebox
28. Select USD in Currencydropdown
29. After you are done, your screen will look similar to the screenshot.

    screenshot
30. Click   Savebutton
31. Congratulations, you are done!
    
    Now you know how to create new vendors. Now, how about learning how to add a new distribution schema?

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Distributions perspective  

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