Vendors CP Books

Find Vendors under CP Books→A/P→Vendors

*You can also find Vendors under List Management

Click the ‘Add’ button to add a vendor or click the ellipsis to modify or delete a vendor.

When adding a new vendor choose the category if they are a regular vendor or other/1-off.

Fill in other applicable information

To add a vendor Sales Contact you must first add a Contact in the contact section.

Add a contact by clicking the ‘Add’ button

Add applicable information: Default Terms, Tax No., 1099 Eligible, if they are a 501C3

If the vendor is flagged as "‘Eligible for 1099’ you will be required to enter a Federal Tax No.

For information on how to add a surplus or credit memo to a vendor use the following link:

Vendor Surplus/Credit Memo (cenpoint.com)

Add a primary branch and select the other branches the vendor is available to.

Click the ‘History’ button to view the Bill or Payments for the vendor.