Help center

To begin adding a new vendor to your system, navigate to the “Vendors” section located in the sidebar menu. Then, click on the “Create new” button.

Country: Select the country where the vendor is located from the dropdown menu.
Location Autocomplete: Enter the address or company name, and the system will suggest the full address.
Legal Name: Input the legal registered name of the vendor.
DBA Name: If applicable, provide the “Doing Business As” name.
Address: Fill in the primary address for the vendor.
Address 2: If there is a secondary address, enter it here.
City, State, Zip Code: Provide the city, select the state from the dropdown, and input the zip code.
Group/Team/Department and Office: Choose the appropriate group or department from the dropdown, and select the office that will manage this vendor.
User Defined Fields: Use these fields to enter any additional information relevant to your vendor management system.

Country Code: Select the country code for the phone number.
Phone Number and Extension: Enter the vendor’s main contact number and extension if necessary.
Primary Email: Provide the main email address for the vendor.
SCAC: If applicable, input the Standard Carrier Alpha Code.
Organization Entity Type: Choose the type of entity from the dropdown.
MC/FF/MX Number: Input the Motor Carrier number if available.
US DOT Number: Provide the Department of Transportation number.
Federal ID: Enter the vendor’s federal identification number.
NAICS: Select the North American Industry Classification System code from the dropdown.
Send Promo Emails: Check this box if the vendor agrees to receive promotional emails.

In the ‘Notes’ section on the right, you can enter any remarks or important information about the vendor that doesn’t fit in the standard fields.

After filling out all the necessary information, click ‘Save’ to add the new vendor to your system or ‘Cancel’ if you need to exit without saving.

After saving the basic vendor information, you’ll have access to additional tabs for specifying detailed financial arrangements.

Account Pay Name: Input the name associated with the account used for payments.
Bank Pay Name: Enter the name of the bank where the vendor’s account is held.
Routing and Account Pay Numbers: Provide the routing number and account number for the payment account.
Bank Account Type: Select the type of bank account from the dropdown menu.
Net Term: Choose the net terms of payment from the dropdown menu.
Factoring Active: Check this if factoring is used for payments.
Factoring Company: If factoring is active, select the company from the dropdown menu.

Email Invoices: Choose if the vendor prefers invoices to be sent via email.
Net Term: Select the net terms from the dropdown menu.
Preferred Billing Method: Choose the preferred billing method.
Preferred Billing Notes: Add any notes regarding billing preferences.
Factoring Active: Check this if the vendor uses factoring for receivables.

Organization Type: Select the type of organization from the dropdown menu for tax purposes.
Send 1099: Toggle this switch if you need to send a 1099 form to the vendor.

Documents: Upload necessary documents by clicking the ‘Documents’ tab and using the upload function.

Contacts: Add contact information for the vendor by navigating to the ‘Contacts’ tab and entering the details.

If you require further assistance or have any questions regarding the vendor setup process:

• Call Accur8 Support: Reach out to us at (872) 710-1170 for immediate assistance.
• Email Accur8 Support: Send your queries to support@accur8.services, and our team will provide detailed help promptly.

Our support team is dedicated to ensuring you can navigate and utilize the system effectively. Whether it’s a question about filling out forms or a technical issue, we are here to support you.