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Vendors

Vendors are the companies your firm buys from: laboratories, drilling contractors, equipment rental firms, and sub-consultants. Classifying expenses by vendor shows what each project spends with each of them, and what the firm spends with a vendor across all its projects. Vendors is EVX Software's suggested name for this dimension; its system default name is Suppliers.

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What vendors organize​

In EVX Software's suggested setup, two records ask for a vendor on their own forms:

  • Budgeted expenses
  • Actual expenses

So a laboratory's quote can be planned against it, and its invoice recorded against it.

Vendors and folders​

Each vendor has a name, a company ID, and a legal name. You can also group vendors in folders, such as one for laboratories and one for drilling contractors. The demo installation has one vendor, EcoSolutions Corp.

Filter by vendor​

Show Vendors in the left panel with View more if it isn't there, then select a member to narrow every tab to its records. Combine it with other members: select a laboratory and a project, and Expenses shows what the project spent with it. See Filter with dimensions.

Setting it up for your firm​

  • Add a vendor for each company you buy from regularly, and folders for the kinds of vendors.
  • Sub-consultants are vendors too. The people who work for them can also be contacts; see Contacts and companies.
  • Your name › Settings › Dimension options holds the dimension's name, its member fields, and the forms that show it. See Setting up dimensions.

Example: comparing laboratories​

The operations manager selects each of the firm's two laboratories in turn and opens Expenses for the year. She compares what each one billed across all projects before renewing the annual rate agreement.

What you can do next​

  1. Expenses for budgeted and actual expenses.
  2. Dimensions for how dimensions work together.
  3. Setting up dimensions for the steps in Dimension options.
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