Default Vendor screen

Use the Default Vendor screen to set up the default vendor.

Viewpoint Estimating uses these default vendor values when you create a new vendor and when you import data from Excel or QuickBooks.

For example, suppose you entered a value of N30 in the Payment Terms field for your default vendor. When you get external vendor data for an import, Viewpoint Estimating inserts a value of N30 in the Payment Terms field of any vendor that has a null value (that is, no value) for that field.

You can enter one default vendor for use throughout Viewpoint Estimating. The default vendor is not tied to any single company. If needed, default vendor specifications can be changed for a particular vendor on the Vendor screen.

Note: To open the Default Vendor screen, click Vendors > Setup > Default Vendor in the All Tasks pane.
Note: The Default Vendor screen is a step in the Vendor Setup process. The next step can vary:
  • If you want to import vendor data from QuickBooks, the Import Data screen is the next step.
  • If you want to import vendor data from an Excel or TSV file, the Import Setup Data screen is the next step.
  • If you don't want to import vendor data (and will be entering vendors manually), the Vendor screen is the next step.