How to Add a New Vendor

From the Purchase and Inventory menu, choose the Purchase drop down and then click the Vendors link at the end of the list. The Vendor Listing page will open.

Click the New button to add a new vendor

The Vendor Editing window will open.

Enter the vendor information, items in red are required

  1. Select the Type of vendor, Fuel or Non-Fuel (required)
  2. Enter the Vendor Code or name of customer, if no code (required)
  3. Enter the Company name (required)
  4. Inactive box is used if vendor is no longer active
  5. First and Last name
  6. Select Custom Group, if applicable. *Note- you must first create the custom group to select. See the Custom Groups documentation for more information
  7. Misc info- phone, fax, email, etc
  8. Payment Terms- Click dropdown to select payment term for vendor
  9. Save- Click the Save button when finished, or Undo if you make a mistake
  10. Listing- Click the Listing button to return to the main vendor listing page

The toolbar at the top of the page will give you access to some additional features

  1. Filter- type to filter results on page
  2. Import- you can import vendors using this button
  3. Access reports module
  4. Information button- Gives quick access to other areas of information within s2k, such as Custom Groups
  5. Action button- Gives quick access to other areas of action within s2k, such as Batch Edit
  6. Refresh button

The Import button allows you to import vendors into s2k

  1. Select Choose File to browse for file on pc
  2. Click OK to import file **sample format is provided

The batch edit button allows you to make changes to a group of vendors at one time.

To edit multiple vendors at one time, use the checkboxes to select the items you want to edit

Then, click the Batch Edit link within the Action button to open the window

Then, edit the information using the fields below

  1. Custom Groups- add, replace or delete
  2. Inactive- make a group of items active or inactive
  3. Type- Fuel or Non Fuel Supplier
  4. Store Code- Select Station
  5. Change Scope- define items to change
  6. Click OK to save changes, or click Cancel to exit without saving