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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.

By Melinda Lunsford

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.

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Click on "Accounts Payable"
Step #1: Click on "Accounts Payable"
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Click on "Vendors"
Step #2: 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.

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Click here
Step #3: Click here

Enter the next vendor number.

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Click here
Step #4: Click here

Enter the complete name of the vendor.

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Click here
Step #5: Click here

Add the short name, this is typically a name that makes the vendor easier to find in the list.

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Click here
Step #6: Click here

Next, add the vendor's address.

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Click here
Step #7: Click here

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Click here
Step #8: Click here
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Click here
Step #9: Click here
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Click here
Step #10: Click here

Next, add the contact information.

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Click on "Contact"
Step #11: Click on "Contact"

Enter the contact person's name and phone number.

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Click here
Step #12: Click here
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Click here
Step #13: Click here

If you have a mobile phone number, enter it. Then, provide an email address for the Hyphen Wallet.

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Click here
Step #14: Click here

If you have an email address for warranty, scheduling, lien releases, etc., you can add it in.

Next, click on Payables.

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Click on "Payables"
Step #15: Click on "Payables"

Always ensure to check the box labeled "Check for Duplicate."

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Click here
Step #16: Click here

Ensure that "Allow both Auto-Pay and keyed transactions" is checked.

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Click here
Step #17: Click here

Payment settings include either creating checks or using a Hyphen Wallet payment.

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Click on "Payment Settings"
Step #18: Click on "Payment Settings"

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.

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Click here
Step #19: Click here
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Click here
Step #20: Click here

On the "Other" screen is where you set up the payment class and 1099 information for the vendor.

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Click on "Other"
Step #21: Click on "Other"

Select the window icon to open a new screen where you can choose the pay class.

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Click here
Step #22: Click here

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.

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Click on "Trade"
Step #23: Click on "Trade"
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Click on "OK"
Step #24: Click on "OK"

Click OK. Then, choose a vendor type by clicking the small window icon.

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Click here
Step #25: Click here

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.

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Click here
Step #26: Click here

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.

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Click here
Step #27: Click here
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Click here
Step #28: Click here

Separate checks: In most cases, we will use option 1, Combined.

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Click on "( none )"
Step #29: Click on "( none )"
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Click on "1 - Combined"
Step #30: Click on "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.

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Click here
Step #31: Click here
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Click here
Step #32: Click here
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Click on "N - 1099 NEC"
Step #33: Click on "N - 1099 NEC"
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Click here
Step #34: Click here

Leave the default action as None. Keep everything else as is or empty, then click OK.

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Click on "OK"
Step #35: Click on "OK"

Refresh your screen and scroll to the vendor you just added.

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Click on "0"
Step #36: Click on "0"

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Click here
Step #37: Click here

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.

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Click on "Trade Codes"
Step #38: Click on "Trade Codes"
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Click here
Step #39: Click here

Click the double window icon to open the trade code list.

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Click on the double window icon
Step #40: Click on the double window icon

The trade code list is long. The trade code you chose should best describe the work the vendor does.

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Click on "2000"
Step #41: Click on "2000"

As you can see, there are several trade codes here. Click OK, then click OK again to add your trade code.

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Click on "OK"
Step #42: Click on "OK"
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Click on "OK"
Step #43: Click on "OK"

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Click back arrow to go to Vendor List screen
Step #44: Click back arrow to go to Vendor List screen

You have finished adding a new vendor to the system.

How to Add a Vendor to BRIX: A Step-by-Step Guide