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FocalPoint Online Help

7 from the main menu

 

The vendor file is used to maintain basic vendor information within FocalPoint.  Vendors can be assigned to Rental Items or Merchandise Items, and are also used when creating Purchase Orders.

 

 

Vendor List Screen

 

VendorList

 

Upon entering the vendor file, you will see a list of vendors already entered in to FocalPoint. You may double click on any of these items to edit or view the vendor.

 

Active/De-Active/All

In the upper left corner, you may choose to see "active", "de-activated" or "all" records. If you choose "All", the far-right "Active" column in the list will be visible, otherwise this "Active" column will not be visible.

 

Add Vendor

Click on the Add Vendor button to add a new Vendor.

 

Export

Click on this button to export the current list of vendors on the list screen to a screen that can generate an Excel spreadsheet.

 

Print

Click on this button to print a list of vendors that resembles the current list screen. You will be prompted for a printer before the list prints.

 

Print Preview 

Click on this button to preview a list of vendors that resembles the current list screen. From the preview screen you can print the list, email it, or create a PDF.

 

Vendor

 

General Information

The fields on the Vendor Information screen should be filled in as appropriate.  A Vendor Name is required, all other fields are optional.

 

Notes

Notes may be added to vendor records. These notes are for internal purposes only.

 

Warranty History

 

VendorWarrantyList

 

The Warranty History Screen is used to keep track of Work Orders that had warranty charges on them.  As you receive checks or credit from vendors to re-pay you for warranty work performed, you should click the "Apply Credit" button to record that the vendor has fulfilled its obligation in paying you for warranty work.

 

VendorWarrantyApplyCredit