V9 - Vendor column descriptions for bulk edits

Column descriptions are listed in the order they appear on the spreadsheet. When entering data, follow the examples included in the exported file. 

VendorId. Unique identifier assigned by SOS when added to the system. Do not change. Existing vendors have IDs. Leave this field blank when adding new vendors.

Name. Vendor's name (individual or company). Must be unique. Avoid duplicate names. (Maximum length: 100 characters)

CompanyName. Name of the vendor's business, if applicable. Leave blank if company name is entered in the Name column to prevent duplicate name information from appearing on PDFs of vendor-facing transactions. If the company name has a designator (for example, "Inc.," "Ltd.," or "LLC") as well as a trade name ("doing business as" or "DBA"), add the designator in Name and enter the trade name in CompanyName.

Contact fields: Leave the set of fields below blank if the vendor contact is the same as Name to prevent duplicate name information from appearing on PDFs of vendor-facing transactions.

• Salutation. The title of the vendor contact. Examples: Mr., Mrs., Ms., President, Dr. 
• FirstName. The first name of the vendor contact. 
• MiddleName. The middle name or initial of the vendor contact. 
• LastName. The last name of the vendor contact. 
• Suffix. A set of letters or words placed at the end of the name of the vendor contact. Examples: Jr., Ph.D., C.P.A., M.D.

Vendor address fields: Specify the vendor's default billing address in the fields below.

• VendorAddressLine1 through VendorAddressLine5. Use up to five lines for the vendor's street address, post office box, attention line, etc. Do not include vendor or company names, city, state, postal code, or country. 
• VendorAddressCity. The city of the vendor's billing address.
• VendorAddressState. The state or province of the vendor's billing address. 
• VendorAddressPostalCode. The postal code of the vendor's billing address. 
• VendorAddressCountry. The country of the vendor's billing address. 

NameOnCheck. Ignore this field, as this information comes from QuickBooks Online.

Phone numbers: Use a consistent format for all phone numbers, such as (822) 465-0000.

• Phone. The vendor's primary phone number.
• Mobile. The vendor's mobile phone number. 
• Pager. Do not enter anything in this field.
• AltPhone. An alternate phone number for contacting a vendor. 
• Fax. The vendor's fax number. 

Email. The vendor's email address. At a minimum, you must follow the standard email format, a@b.c.

AccountNumber. Your account number with the vendor.

IsVendorEligibleFor1099. Ignore this field, as this information syncs from QuickBooks Online.

Deleted. Ignore this column. If you need to delete a vendor, you must delete the vendor record using the Delete action or batch action on the Vendors list (Operations > Purchasing > Vendors), and then sync.

WebsiteURl. The URL of the vendor's website. Use the prefix http:// or https:// when entering the website.

Notes. Internal notes about this vendor. This field is on purchasing transactions, and if edited, will update the vendor definition upon save. The notes do not appear on a copy of a transaction that a vendor receives, as long as the Notes field is not added to the form template of those transactions. (Maximum length: 1000 characters)

ShowOnForms. Enter TRUE if you want the vendor name included in the Vendor field dropdown list on purchasing transactions, FALSE if not. TRUE is the default.

Archived. Indicates whether the vendor has been archived. Enter TRUE to archive the vendor, FALSE to make the vendor active.

Terms. Established terms of payment with a vendor. The case, spelling, and spacing of the payment terms entered must match the name in the Terms list (Tools & settings > Configuration > Lists > Terms). 

TaxCode. This field is for reference only on US-based accounts, but it does get included on international accounts. The tax code for this vendor. Must match in case, spelling, and spacing a valid tax code from the Tax codes list (Sync > Tax codes). 

Currency. The currency used in transactions with the vendor, as indicated by its associated three-letter currency code (e.g., USD, CAD). This field is relevant only if your company has enabled the Multicurrency feature (Tools & settings > Configuration > Company > Accounting). The currency cannot be changed in a bulk edit for an existing vendor. In this case, you must first delete the existing vendor record in SOS Inventory, then sync it to QuickBooks Online. Once that is completed, you can create a new vendor profile in SOS or in a bulk edit with the correct currency.

Custom fields. User-defined fields. If you have any custom fields, they appear in alphabetical order, after all the standard SOS Inventory fields. You must match the data type defined in your system's custom field. If the only changes you are making on a row for a vendor is in a custom field column, then you must change something in a standard field–for example, add a “.” to the Notes field for the item.