Add Vendor allows you to enter basic vendor information in StaffSuite.

For more information on vendor, click here.

Using the Vendor Add Wizard

The Vendor Add Wizard takes you step-by-step through the information necessary to add a vendor to your database. It is easily navigated using the following buttons:

• Next: Takes you to the next screen in the Add Wizard. Note: The Next button only becomes active when you have completed all the required fields on the current screen. Use this button to walk forwards through the Add Wizard.

• Back: Takes you to the previous screen in the Add Wizard. This is useful if you realize you made a mistake entering information during the Add Wizard.

• Cancel: Closes the Add Wizard WITHOUT adding a new vendor.

• Finish: Only available on the final screen of the Add Wizard, this closes the Add Wizard and ADDS the new vendor to your database.

The Vendor Add Wizard Fields

The Vendor Add Wizard contains the following fields (click the field name for detailed information):

1. On the Vendor Add Wizard window:

2. Parent

   Enter the name of the vendor you are adding or, if you are adding a sub-component, enter the name of the vendor that will be the parent of the sub-component you are adding.

   You can enter part of a name to find any vendor beginning with the letters you enter. For example, "Acm" would find Acme Industries, Acme Bookstore, etc.

   This field is optional.

3. Component

   Enter the name of the vendor you are adding.

   You can enter part of a name to find any vendor beginning with the letters you enter. For example, "Acm" would find Acme Industries, Acme Bookstore, etc.

   This field is optional.

4. Level

   Use to select the level (division or parent) for which you are looking. This allows you to further define your search parameters.

   If you are not interested in searching a specific level, leave this field empty (or select <All> if that is an option).

   This information is optional.

5. Branch Servicing

   Use to select the staffing service branch that services the vendor. This allows you to further define your search criteria.

   If you are not interested in searching a specific branch, leave the field blank (or select <All> if that is an option).

   This information is optional.

6. TIN

   Enter the taxpayer ID number (TIN) of the vendor for which you looking. You may know this as the Employee ID #. This allows you to specify your search to a vendor with that TIN number.

   If you do not know the number or are not looking for a specific number, leave this field blank.

   This information is optional.

2. The system searches the database based on the criteria you provided on the Vendor Add Wizard screen. Any "hits" are displayed in a grid. You have two choices:

3. If you want to add a new parent vendor and therefore, any matches were purely coincidental, click the radio button for Add New Parent Vendor.

4. If you want to add a division level component to a listed parent component, click the component you want to add a division level to in the grid, and click the radio button for Use. This tells StaffSuite that you want to use the selected component.

3. On the Enter Vendor Information window:

4. Branch to Service Vendor

   Use to select the staffing service branch that services this vendor.

   The system defaults to the home branch of the current user, but can be changed.

   This field is REQUIRED.

5. Name

   This is the name of the vendor you are adding. This is the name that will appear on all reports and other areas of StaffSuite that refer to the vendor.

   This field is REQUIRED.

6. Alias

   An alias is a unique name or word used to identify the component in case there are multiple locations for the same vendor. It helps identify the proper component during name lookup.

   This defaults to the name of the vendor, but can be changed if needed.

   This field is REQUIRED.

7. TIN

   Enter the taxpayer ID number (TIN) of the vendor. You may know this as the Employee ID #. This field requires a nine digit entry.

   This field is optional, but will be required to create an invoice for this vendor.

4. On the Address Selection window:

5. Address Types

   Select the types of address(es) you would like to enter for this company by placing a check in the box beside the address type. A check indicates that you want to add an address for this type. A blank box indicates that you do not want to add an address for this type.

   Clicking on a box toggles it between checked and unchecked.

   NOTE: You must enter at least a Remit To address and therefore, that address type cannot be de-selected.

5. You will be presented with one Enter Address Information window for each Address Type selected on the Address Selection window. NOTE: If you are adding a division level component, the address information for the parent level component defaults into these fields. However, you can change the information, if needed. On the Enter Address Information window:

6. Address Type

   Displays the Address Type for which you are adding address information.

   This field is non-editable.

7. Suite/Building

   Enter the Building or Suite number for the address type.

   This field is optional.

8. Street Address

   Enter the Street Address for the address type.

   This field is REQUIRED.

9. City

   Enter the City for the address type.

   This field is REQUIRED.

10. State

    Use to select the 2-letter abbreviation of the state for the address type.

    This field is REQUIRED.

11. Zip Code

    Enter the Zip Code for the address type.

    This field is REQUIRED.

6. The Enter Phone Information screen displays. NOTE: If you are adding a division level component, the phone information for the parent level component defaults into these fields. However, you can change the information, if needed. On the Enter Phone Information window:

7. Main Phone

   Enter the Main Phone Number for the vendor.

   Note: You do not have to add parenthesis or dashes.

   This field is REQUIRED.

8. Main Fax

   Enter the Fax Number for the vendor.

   Note: You do not have to add parenthesis or dashes.

   This field is optional.

7. On the Servicing Reps window:

8. Service Rep

   Click to open a Look Up Staffing Service Rep dialog and select the staffing service rep that will be primarily responsible for servicing this vendor.

   This field is optional.

8. On the Vendor Representative window:

9. Name

   Click to enter or edit the name of the vendor representative who will be one of your contacts at the vendor.

   A vendor rep name is REQUIRED.

10. Title

    Type the business title of the vendor rep at the vendor (e.g., Coordinator).

    This field is optional.

11. Office Number

    Enter the office phone number for the vendor rep. This defaults from the vendor phone number, but can be changed.

    You do not have to enter parenthesis or dashes.

    This field is optional.

12. Office Fax

    Enter the office fax number for the vendor rep. This defaults from the vendor fax number, but can be changed.

    You do not have to enter parenthesis or dashes.

    This field is optional.

9. On the Congratulations window, the Name, Level, and Parent Component of the Vendor displays. If you are satisfied with the information displayed, click the Finish button. If you need to change the information displayed, click the Back button.

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