Overview
The “Vendors” tab is where Vendors are listed with all the relevant information for that specific Customer. Vendors must be attached to the Consumer before they can be paid in the Payroll module. This information can be updated as needed.
The Vendor must be entered into the Vendor module before they can be attached here.
Detail
To connect the Vendor to the Consumer. While on the Vendor tab of the Consumer module:
Click Insert
Arrow down in the Vendor field and select the desired Vendor Name
Select the Status
Click Save
Repeat this process to add as many Vendor’s as needed.
To add a Service Code and Rate for the Vendor/Consumer combination. While on the Vendor tab of the Consumer module:
Click on the desired Vendor
Navigate down to the bottom of the screen
Right Click in the white space
Click Add
Arrow down in the Code field and select the approved code for this Vendor
All Service Codes are customizable in the Management module. A service code must first be Inserted on the Service Code tab in the Consumer module before it can selected as an option here.
Click in the Rate field
Type in the approved Rate
Enter the Start Date
Enter the End Date
Click Save
Repeat this process as may times as necessary
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