5-1a Creating a new vendor code in Sierra

Purpose: To create a vendor code that will be placed in an order record. If necessary, this vendor record can be linked to a Mainestreet vendor for the purpose of sending a payment to a vendor.

  1. In Sierra, choose “Vendors” under the Acquisitions section of the drop-down menu
  2. Click “New” at the top of the screen.
  3. You will be asked to create a vendor four or five digit code. This is the code that you will enter in the vendor code field in an order record. Create a code that resembles the vendor name. For example: A code for Baker & Taylor can be written as “bakta”. Note: Augusta should create and use vendor codes that end in “2” and Machias should create and use vendor codes that end in “3”. For example: Baker & Taylor can be “bakt2” or “bakt3”
  4. Click “Next”
  5. Enter the Vendor Name.
  6. Click “Next”
  7. If this vendor is going to be linked to a Mainestreet vendor, you will need to enter an altcode in the altcode field. Add the letters “oro” in front of the vendor code you just created. For example: the altcode for “bakta” would be “orobakta”.
  8. Click “Next”
  9. Click the “Insert” button and the top of the screen. From the drop-down menu, choose “Vendor Address1”. Enter the address for the vendor and click “Ok”.
  10. There are three short note fields available to enter any special information about the vendor (in the drop-down menu).
  11. Click “Save”.
  12. Vendor record is created
  13. You can now place the vendor code that was created in Step 4 into your order record(s).
  14. If you need to connect this vendor code to Mainestreet vendor, note the altcode that you created in Step 8 and go to: 5-3 Linking a Sierra vendor to a Mainestreet vendor.