A Vendor provides a product or
service to your organization. Vendors are first created as Constituents in
Argenta and then assigned as Vendors.
Argenta main menu on the left-hand side of the screen, choose Relationship
Groups (CRM) or Products and Vendor Orders > Vendors.
“Add New” button. This will pop up the Add
a New Vendor window.
Select the corresponding
Constituent. If the Constituent is already in the system, click the “Lookup”
button and select a Constituent by searching and selecting them. If the
Constituent is not in the system, you can add them by clicking the “Add New”
button (for help see KB Article, Add
Constituent ID field will display the ID for the selected Constituent, and
their name will be displayed below. Make sure you have selected the Constituent
you want to designate as a Vendor.
organization uses account ID numbers, enter it into the Our Account Number field. This is not a required field.
select the type of vendor from the Vendor
Type drop-down list. If the Vendor type is not in the system, you can add
it by clicking the “Add New” button.
lists in Argenta help to create comprehensive reports. Argenta comes loaded
with predefined values for all of these drop-down lists, but you can change
them at any time. You can add or delete any of these values by selecting the
corresponding section from the Argenta Main Menu. To update vendor types choose
Vendor Types from the Products and Vendor Orders menu.
if applicable, choose the payment method from the Standard Payment Method drop-down list. This is not a required
reviewing the information entered, click the “Add This Vendor” button to
finish. The window will close and you will find your new Vendor in the vendor
list. Your Vendor has been added.