This document outlines the procedure for entering a new vendor in Heartland Retail.

To access vendors in Heartland Retail, follow these steps:

In the top navigation menu of Heartland Retail dashboard, hover over the “Purchasing” link. In the drop down list, click on "Vendors".

This will bring you to the Vendors page.

Click the "New' button. This will bring you to the New Vendor page.
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Type in the vendor’s name in the “Name” cursor box.

A Vendor Number will be assigned by Heartland Retail upon adding the vendor; you may leave this field blank. If you have a number or short ID for a vendor, you could list it here. You do not have to enter a number. This vendor number is used in some of the reporting in Heartland Retail. For example, if you export items, the Vendor # will show up as "Vendor Id". We suggest you consider inputting a vendor ID in the vendor # field. Perhaps the first three letters of the vendor name.

If the vendor is currently used in the company, select “Active”.

Click the “Save” button.

You have successfully added a vendor.

Once you have added a vendor you can fill in the information about the “Primary Contact” of the vendor. Fill out the various shown fields as it makes sense for your company. This is a place to visit for Vendor Contact Information. NOTE: Currently you must enter all of the fields on the vendor primary contact information screen in order to save this information.