Add vendor addresses

1. On the General Information tab of a vendor record, select Add, Address. The Add address screen appears.

2. Enter address information.

3. Select Set as primary address to designate this as the vendor’s primary address. If you specify only one address for a vendor, the checkbox defaults to marked.

4. Select Do not send mail to this address if the vendor requests that you not send mail to this address. You can also select a reason in the Reason field.

5. If the vendor requested that the address is not to be shared with others outside your organization, select This address is confidential. When you mark an address as confidential, it is not excluded from reports or queries. A lock icon and the word “Confidential” appears with the address on the tab so users know not to share the address information.

6. For a seasonal address, enter a start date and end date to indicate when the vendor receives mail at this address.

7. Under Address source, you can select a source for the address information, as well as enter any comments. For example, if the vendor lets you know about a new address, you can add the address and select “Vendor Request” for the information source.

8. Select the Details tab.

9. Enter additional details about the vendor’s address.

10. Select Save. You return to the General Information tab. The new address appears in the grid.