Enter a Vendor

1. From the Procare Home screen click the Expenses & Ledger tab (top center).
    
2. Click the Add Vendor icon (folder with the plus (+) sign) on the toolbar.
    
3. At the Add Vendor screen:
    
   1. Type the name of the company on the top line.
       
   2. If you have more than one location choose whether this vendor will be available to All Schools in this Region or Only the Current School.

   Concept: When you make a vendor available to All Schools the vendor will automatically appear for every location in the region AND all checks recorded for that vendor are shown regardless of the location to which you’re logged in.

   3. Enter your Account Number with this vendor and the vendor’s Tax ID Number (optional).

   Note: The Tax ID is necessary for vendors who will receive a 1099 from you at the end of the year.

   4. Enter the main business Address and Telephone numbers.

   Note: You may track separate phone and address information for each contact person as needed (page 160).

   5. You may also include a link to their Website (optional).
       
   6. Click Save > Exit.
    
4. You may want to add Contact People for this vendor (optional).

Edit Vendor Information

You may edit a vendor to add or change information, mark them as “hidden”, enter a comment or alert, etc.

1. Look up the Vendor at the main screen of the Expenses & Ledger module.
    
2. Click the Edit Vendor icon (file folder) on the toolbar.
    
3. At the Edit Vendor screen make any necessary changes or additions.
    
4. Click Save > Exit.