Contacts and Addresses
Purchase orders and remittances are emailed to contact people, not to the vendor record, so a vendor with no contacts cannot be sent anything.
Addresses matter less here than on the sales side, with one exception that catches people out.
Contact people
A vendor usually needs two: someone in sales who takes your orders, and someone in accounts who wants your remittance. Marking the right person for each document type saves a forwarded email every month.
- Mark one contact as primary. That is who is emailed when nobody else is specified.
- A contact can be marked to receive purchase orders, remittances or both.
- Removing a contact does not remove history. Documents already sent keep the record of who they went to.
Addresses, and the one that matters
The vendor's own address prints on purchase orders and is used for tax determination. The address that actually affects your operation is the other one: the delivery location on the order, which is one of your locations, not theirs.
| Address | Whose | Used for |
|---|---|---|
| Billing address | Theirs | Printed on the purchase order, used for tax treatment. |
| Delivery location | Yours | Where stock is received. Chosen per purchase order. |
| Return address | Theirs | Where goods go back to on a return. |