How to Add a Vendor to BRIX: A Step-by-Step Guide
Learn the detailed process of adding a new vendor to the BRICS system, including setting up payment options and trade codes.
In this guide, we'll learn how to add a vendor to the BRIX system. This process involves navigating through the Accounts Payable menu to input essential vendor details such as vendor number, name, address, and contact information. We'll also cover how to configure payment settings and select the appropriate vendor type and trade codes. By following these steps, you can ensure that new vendors are correctly entered and managed within the system.
Let's get started
We will learn how to add a vendor to BRIX. First, go to the Accounts Payable menu and click on Vendors.
Ensure the list is sorted by vendor number. Scroll to the bottom to find the last vendor number used. Click on the paper icon labeled "New" to open the new vendor window.
Enter the next vendor number.
Enter the complete name of the vendor.
Add the short name, this is typically a name that makes the vendor easier to find in the list.
Next, add the vendor's address.
Next, add the contact information.
Enter the contact person's name and phone number.
If you have a mobile phone number, enter it. Then, provide an email address for the Hyphen Wallet.
If you have an email address for warranty, scheduling, lien releases, etc., you can add it in.
Next, click on Payables.
Always ensure to check the box labeled "Check for Duplicate."
Ensure that "Allow both Auto-Pay and keyed transactions" is checked.
Payment settings include either creating checks or using a Hyphen Wallet payment.
You will chose either paper check or Hyphen Wallet depending on the vendor you are setting up. Most will be Hyphen Wallet for the payment method.
On the "Other" screen is where you set up the payment class and 1099 information for the vendor.
Select the window icon to open a new screen where you can choose the pay class.
The payment class depends on the payment method you chose in the previous step and the type of vendor. There is a list to chose from.
Click OK. Then, choose a vendor type by clicking the small window icon.
There is a list to chose the vendor type from in most cases you will chose "Vendor" or "Trade Contractor" but other types are used occasionally.
Choose your vendor type based on the type of vendor you're adding. Then, click OK.
The mail code was always designated as M for mail.
Separate checks: In most cases, we will use option 1, Combined.
If this vendor is a 1099 vendor, you don't always need to include this information. However, you should select "N" for 1099 NEC, and enter their details.
Leave the default action as None. Keep everything else as is or empty, then click OK.
Refresh your screen and scroll to the vendor you just added.
Click on the vendor, then select Trade Codes. Click on the paper icon for New to create a trade code. Finally, click on your window button and choose your trade code.
Click the double window icon to open the trade code list.
The trade code list is long. The trade code you chose should best describe the work the vendor does.
As you can see, there are several trade codes here. Click OK, then click OK again to add your trade code.
You have finished adding a new vendor to the system.