Keeping on top of it
Vendors
How supplier records are created, and how their name on a slip is matched to them.
Vendors appear as you use the system. Typing a new supplier on an order creates it; so does importing a spreadsheet. There is no supplier list to set up before you can start.
Names that nearly match
Suppliers write their own name inconsistently. To match a slip to a vendor already on file, company suffixes and punctuation are ignored, so these all reach the same record:
ABC Supplies Ltd ABC Supplies abc-supplies A.B.C. Supplies Co.
Put another way
Recognising a friend whether they introduce themselves as Robert, Bob, or Bob Smith. Same person, and you do not make them prove it.
The vendor page
Each supplier has a page with their orders, their deliveries and their record. It is the thing to have open on a call with them.
Did this page miss something?
If you came here with a question and left without the answer, that is a fault in the page rather than in the question. Tell us what you were trying to do and we will write it up, usually the same week.