| Vendors |
A. We recommend entering a vendor when a Purchase Order (P.O.) is created. This not only reduces the amount of data entery required in initially setting up your CurrentTrack system, but eliminates the entry of duplicate vendors as well. If you'd like to add a vendor outside of the P.O. form, simply go to Address Books -- Vendor Address Book. Click on the Add Vendor link located at both the top and bottom of the page and enter your information. Once submitted, the Vendor's information will be included within the Address Book and will be accessible from the Create Purchase Order screen as well.
A. A User Name and Password is assigned within the Vendor's profile. Simply go to Address Books -- I Want To: View Vendor Address Book -- [click] Edit [beside the appropriate Vendor] -- [enter] Login, Password -- [click] Edit Vendor.
Q. We don't pay tax to Vendors, rather we bill it to the Client. How can I differentiate between the two in CurrentTrack?
A. A Purchase Order (P.O.) is entered for printing (e.g. $100), without the Tax box checked. The figure flows into the [job] Financial Report, with P.O. Gross calculated according to the Markup figure (e.g. 1.50) entered either in the Client's Spec Sheet (i.e. "the default Markup rate") or the P.O. itself (i.e. "the overwrite Markup"). A separate, catch-all P.O. is created in the same job folder; Subject = Applicable Sales Tax, Vendor = The State of [YOUR STATE].As each additional P.O. is entered against the job (e.g. more printing, stock photos, color outputs, etc.), the Applicable Sales Tax is added to the second, catch-all P.O. This ensures what's billed to the agency by the Vendor and billed to the Client by the agency, both appear in the [job] Financial Report. Additionally, the Manage Purchase Orders interface (Administration -- Agency Administration -- Manage Purchase Orders) enables the agency to see "how much sales tax has been paid to the state of Kentucky," for example.