Frequently Asked Questions - Vendor/AP

1. How do I create a vendor purchase order?

• Navigate to the Vendor module from the left navigation menu.
• Select the desired vendor.
• Click on the PO tab and press the Create Purchase Order button.
• Fill out the purchase order details, including vendor information, order address, and payment terms.
• Add products to the purchase order by scanning, manual selection, or uploading via spreadsheet.
• Finalize the purchase order by reviewing and completing the details.

Related Article: How to Create a Vendor Purchase Order

2. How can I receive inventory from a vendor?

• Access the Vendor module and select the relevant vendor.
• Navigate to the Receive tab.
• Click the Receive Merchandise button.
• Choose the source of the items and decide whether to include a Quality Control process.
• Select products to receive by scanning, manual selection, or uploading via spreadsheet.
• Finalize the merchandise receive by reviewing and completing the details.

Related Article: How to Receive an Inventory from a Vendor

3. How do I return inventory to a vendor (MRX)?

• Open the Vendor module and select the vendor to whom you wish to return items.
• Click on the Remove tab.
• Press the Remove Inventory button.
• Choose whether to return items from all available products or specific Merchandise Receives.
• Specify return details, including the source of the inventory.
• Select products to return by scanning, manual selection, or uploading via spreadsheet.
• Finalize the merchandise return by reviewing and completing the details.

Related Article: How to Return Inventory to a Vendor (MRX)

4. How can I create an AP invoice for a vendor?

• Navigate to the Vendor module and select the relevant vendor.
• Click on the AP (Accounts Payable) tab.
• Press the Add Invoice button.
• Fill in the required invoice details, including invoice name, number, date, due date, payment terms, and amounts.
• Complete the invoice creation process.

Related Article: How to Create an AP Invoice for a Vendor

5. How do I create a new vendor memo?

• Access the Vendor module and select the desired vendor.
• Navigate to the Memos tab.
• Click the Add Memo button.
• Enter memo details, including display name, dates, tracking information, and classification.
• Select items to send by scanning, manual selection, or uploading via spreadsheet.
• Finalize the memo by reviewing and completing the details.

Related Article: How to Create a New Vendor Memo

6. How can I apply a payment to an AP invoice and review the account aging report?

• Open the Vendor module and select the vendor with the relevant invoice.
• Navigate to the AP tab and click on Invoices to view invoice details.
• To apply a payment, go to the Payments and Credits section within the AP tab.
• Click Add Payment, enter the payment details, and save.
• Apply the payment to outstanding invoices by selecting Apply Payment and distributing funds accordingly.
• To review the account aging report, access the Reports module and select the Vendor Account Aging report.
• Refresh the report to view updated balances and ensure accurate financial tracking.

Related Article: How to Apply a Payment to AP Invoice and Reviewing the Account Aging Report