If the number of vendors which you have entered exceeds the number that can be displayed on the screen at one time, the list of vendors will be split over multiple pages. Note that below the list of vendors in Fig. 4.18 there are page numbers shown along with two buttons: one to the right of the page numbers and one to the left:

Fig. 4.19 – Close-up of Fig. 4.18 showing page numbers and buttons

The page numbers shown between the two buttons list all of the pages over which your list of inventory items is split. The current page being displayed is shown in black, which is in this case (shown in Fig. 4.19) page 1. Other pages you can visit are shown in blue. When you click on one of the blue numbers, you are taken to that page.

The two buttons to the left and right are used to advance you forward and backward one page. The button will move you backwards to the previous page, while the button will advance you forward to the next page.

You can adjust the number of inventory items that are displayed on a single page by adjusting the program preferences. Please see section 7.3: Changing Preference Settings for instructions on how to do this.

4.2.2 Inputting Your Vendors

To input a new vendor into EZM Web, first you will need to be at the main vendor control screen (see section 4.2 Entering Your Vendors into EZM Web for instructions on how to reach this screen). Then you will need to click on the yellow-colored NEW button at the bottom right hand corner of the screen:

Fig. 4.20 – “NEW” button for adding vendors shown with “PRINT” and “VENDOR LABELS” buttons

After clicking on the NEW button, you will be taken to a screen where you enter the details about your new vendor:

Fig. 4.21 – “Vendor Information” screen for entering a new vendor

As you can see in Fig 4.21, there are several fields on the Vendor Information screen in which you can enter data. Fields marked with a red asterisk are required fields, which means that you cannot save the vendor into EZM Web until you have inputted information into these fields. The purpose of each field is thus:

o Vendor Name: In this field you enter the name of the vendor, for example the name of the person or company.

o Address: In this field you enter the number and the street name where the vendor is located.

o Terms: Here you choose what payment terms you typically use with this vendor. Click on the arrow on the right side of the box to expand the list and then click on the desired payment terms. Keep in mind that the payment terms that you wish to choose will not be available here if you have not entered it into EZM Web yet. (See section 7.8 Entering Payment Terms for instructions on how to enter payment terms into EZM Web.)

o E-mail: In this field you enter the vendor’s main email address.

o Phone No.: In this field you enter the vendor’s main phone number.

o Notes: In this field you enter any notes about the vendor you wish.

o City: In this field you enter the city in which the vendor is located.

o Zip: In this field you enter the zip code in which the vendor is located.

o State: Here you choose the state (or province, depending on which country you are in) in which the vendor is located. Click on the arrow on the right side of the box to expand the list and then click on the desired state. Keep in mind that the state or province you wish to choose will not be available here if you have not entered it into EZM Web yet. (See section 7.9 Entering the List of States for instructions on how to enter states into EZM Web.)

o Preferred Status: Here you choose the rating which describes this vendor’s performance. Click on the arrow on the right side of the box to expand the list and then click on the desired rating. Keep in mind that the rating you wish to choose will not be available here if you have not entered it into EZM Web yet. (See section 4.2.2 Entering Vendor Ratings for instructions on how to enter vendor ratings into EZM Web.)

o Country: Here you choose the country in which the vendor is located. Click on the arrow on the right side of the box to expand the list and then click on the desired country.

o Fax No.: In this field you enter the vendor’s fax number.

Once you have entered all of the information for your new vendor, you can choose to either save the vendor into EZM Web, or, if you have changed your mind and no longer want to enter the vendor into the program, cancel entering the item and return to the main inventory control screen. To save or cancel, click on the SAVE or CANCEL buttons at the bottom of the screen respectively:

Fig. 4.22 – “Save” and “Cancel” button at the bottom of the “Vendor Information” screen.

If you choose to save the vendor, you will be returned to the main vendor control screen, and the new vendor will appear in the list of vendors (see section 4.2.1 Viewing the List of Vendors for information on how to view and browse through the list.)

4.2.3 Editing Vendors

You may also change details of vendors who have already been entered into EZM Web. To do this, first navigate to the main vendor control screen (see section 4.2 Entering Your Vendors in EZM Web for instructions on how to reach this screen). Once there, locate the vendor you wish to edit in the list, and then look under the Edit column and click on the small button that corresponds with the vendor you wish to edit.

After clicking on the Edit button that corresponds with the vendor that you want to edit, you will be taken to the Vendor Information screen:

Fig. 4.23 – The “Vendor Information” screen where you edit vendor information

This screen is very similar to the one described in section 4.2.2 Inputting Your Vendors where you enter a new vendor into the program. Unlike the screen at which you enter a new vendor, however, the Vendor Information screen here will be filled with all of the information previously entered about this vendor.

See section 4.2.2 Inputting Your Vendors for information on what the various data fields in this screen are used for and how to enter data into them. You can change the values for any of the data items in this screen.

Notice that there are three buttons at the bottom of the Vendor Information screen: SAVE, CANCEL, and MAILING LABELS:

Fig. 4.24 – “SAVE”, “CANCEL”, and “MAILING LABELS” buttons

The MAILING LABELS button is used to print mailing labels for the vendor. Printing mailing labels for vendors is discussed in detail in section 4.2.8 Printing Vendor Mailing Labels.

Once you have made your desired changes to the information for the vendor, you can choose to either save the changes you made to the vendor, or, if you have changed your mind and no longer want to make changes to the vendor, cancel and return to the main vendor control screen. To save or cancel, click on the SAVE or CANCEL buttons respectively (as shown in Fig. 4.24).

4.2.4 Deleting Vendors

You may also delete vendors from EZM Web when, for example, you are no longer working with them or if they were inputted accidentally. To do this, first navigate to the main vendor control screen (see section 4.2 Entering Your Vendors into EZM Web for instructions on how to reach this screen). Once there, locate the vendor you wish to delete, and then look under the Delete column and click on the small button that corresponds with the vendor you wish to delete from the program.

Once you click on the Delete button, a small window will pop up on the screen prompting you to confirm that you want to delete the vendor from EZM Web:

Fig 4.25 – Confirmation window for deleting a vendor from EZM Web

Click on the OK button to confirm that you want to delete the vendor, or click on the Cancel button if you have changed your mind and do not want to delete the vendor from the program.

If you click on the OK button, you will be returned to the main vendor control screen, and the vendor will be removed from the list of vendors.

4.2.5 Additional Vendor Contacts

At the main vendor control screen (see section 4.2 Entering Your Vendors into EZM Web for instructions on how to reach this screen), you can view a list of additional contacts for each vendor you have entered into EZM Web.

To see a list of additional contacts for a particular vendor, first click on that vendor’s ID number under the Vendor ID column in the list of vendors.

Fig. 4.26 – Portion of “Vendor ID” column showing vendor ID numbers.

Once you click on one of the vendor ID numbers, a list of additional contacts will appear below the list of vendors that displays all of the additional contacts for the vendor whose ID number you clicked on.

Fig. 4.27 – List of additional contacts for a vendor

You can add additional contacts to this list, edit the information for existing contacts, and delete contacts. To add a contact to the list, use the ADD CONTACT INFO button right below the list of contacts:

Fig. 4.28 – “ADD CONTACT INFO” button used for adding additional vendor contacts

When you click on the ADD CONTACT INFO button, a form will open below the list of additional contacts into which you enter the details for the new contact you are adding:

Fig. 4.29 – Form for entering information about new additional contact

As you can see in Fig 4.36, there are several fields in this form in which you can enter data. The Vendor ID field is automatically filled with the ID number of the vendor for which you are entering the additional contact. The Name field is marked with a red asterisk which means that you cannot save the additional contact until you have filled in this field. The purpose of each field is thus:

o Name: here you enter the name of the person you are listing as an additional contact.

o Phone No.: here you enter the phone number of the contact.

o Address: here you enter the address of the contact.

o Title: here you enter the job title of the contact.

o Email: here you enter the contact’s email address.

o Other Info: here you can enter any additional notes you want to record about this contact.

Once you have entered all of the information for the new contact, you can choose to either save the contact, or cancel if you have changed your mind and no longer want to enter the contact. To save or cancel, click on the SAVE or CANCEL buttons respectively below the form:

Fig. 4.30 – “SAVE” and “CANCEL” buttons

Clicking on SAVE closes the contact form and adds the new contact to the list. Clicking on CANCEL simply closes the form without adding a new contact to the list.

As stated previously in this section, you can also edit existing additional contacts. To do this, locate the contact you wish to edit in the list of contacts, and then look under the Edit column and click on the small button that corresponds with the contact you wish to edit. This will open up a form below the list of contacts which is similar to the one where you enter a new contact, except for the fact that all of the current information for that contact is already filled in:

Fig. 4.31 – Form for editing a vendor contact

You can change the values for any of the data items in this form. Once you have made your desired changes, you can choose to either save the changes to contact, or, cancel if you have changed your mind and no longer want to make changes to the contact. To save or cancel, click on the SAVE or CANCEL buttons respectively below the form (see Fig 4.30 above).

Clicking on SAVE closes the contact form and saves the changes you made. Clicking on CANCEL simply closes the form without making any changes to the contact.

You can also delete additional contacts. To do this, locate the contact you wish to delete in the list of contacts, and then look under the Delete column and click on the small button that corresponds with the contact you wish to delete.

Once you click on the Delete button, a small window will pop up on the screen prompting you to confirm that you want to delete the contact:

Fig 4.32 – Confirmation window for deleting an additional contact for a vendor

Click on the OK button to confirm that you want to delete the contact, or click on the Cancel button if you have changed your mind and do not want to delete the contact.

4.2.6 Entering Vendor Ratings

You rate you vendors with ratings that you enter into EZM Web. These ratings are chosen from a drop-down box when you enter a new vendor into EZM Web; however, you can only choose from ratings that you have already entered. To go to the section of EZM Web where you enter vendor ratings, first go to the main vendor control screen. (See section 4.2 Entering Your Vendors into EZM Web for instructions on how to reach this screen.)

Once you are at the main vendor control screen, find the Preferred Status tab above the list of vendors:

Fig 4.33 – “Preferred Status” tab

Clicking on the Preferred Status tab takes you to the following screen where you can enter the vendor ratings:

Fig 4.34 – Screen where you enter new vendor ratings into EZM Web

To enter a new vendor rating, first locate the yellow-colored NEW button at the right part of the screen:

Fig 4.35 – “NEW” button for entering new vendor ratings into EZM Web

Click on the NEW button to enter a new vendor rating. Notice that the Add / Edit Status box in the upper right part of the screen contains a box called Status Name:

Fig 4.36 – “Add/Edit Status” box; entering new vendor rating

Next, click in the Status Name box and type the new vendor rating. Then click on the SAVE button. The new rating which you typed will appear in the list.

To edit an existing rating, first locate the rating in the list and then look to the right of it until you encounter a button under the Edit column:

Fig 4.37 – “Edit” column with edit buttons

Click on the button. Notice that the Add / Edit Status box contains a box called Status Name that fills in with the vendor rating you want to edit (which in the case of fig. 4.38 is “Good”):

Fig 4.38 – “Add/Edit Status” box; editing a vendor rating

Click in the Status Name box and type to make the desired changes to the vendor rating. Then click on the SAVE button. The updated rating will be shown in the list.

To delete an existing vendor rating, first locate the rating in the list and then look to the right of it until you encounter a button under the Delete column:

Fig 4.39 – “Delete” column with delete buttons

Click on the button. The vendor rating to the left of the delete button you clicked will be deleted from the list.

To print a list of all the vendor ratings entered into EZM Web so far, first locate the yellow-colored PRINT button at the right part of the screen:

Fig 4.40 – “PRINT” button

Clicking on the PRINT button will print the following report:

Fig 4.41 – List of vendor ratings

4.2.7 Printing a List of All Vendors

To print a list of all the vendors you’ve entered into EZM Web so far, first go to the main vendor control screen. (See section 4.2 Entering Your Vendors into EZM Web for instructions on how to reach this screen.) Then locate the yellow-colored PRINT button at the lower-right part of the screen:

Fig. 4.42 – “PRINT” button shown along with “NEW” and “VENDOR LABELS” buttons.

Clicking on the PRINT button will print the following report which shows you all of the vendors you’ve entered into EZM Web:

Fig. 4.43 – Report listing vendors in EZM Web

From looking at Fig. 4.43, you can see that the report shows, for each vendor, their ID number, their business name, and their main phone number.

4.2.8 Printing Vendor Mailing Labels

You can print mailing labels with your vendors’ address on them in three different ways:

o You can print a sheet or sheets containing mailing labels for all of your vendors.

o You can print a sheet with multiple mailing labels for the same vendor.

o You can print a single mailing label for a vendor.

To print a sheet (or sheets) containing mailing labels for all of your vendors, first go to the main vendor control screen. (See section 4.2 Entering Your Vendors into EZM Web for instructions on how to reach this screen.) Then click on the yellow-colored VENDOR LABELS button at the lower right-hand corner of the screen:

Fig. 4.44 – “VENDOR LABELS” button shown along with “NEW” and “PRINT” buttons.

Clicking on the VENDOR LABELS button will print the following sheet which has a mailing label for each vendor you’ve entered into EZM Web so far:

Fig. 4.45 – Example of a sheet of vendor mailing labels printed from EZM Web

To print a sheet with multiple mailing labels for the same vendor or a single mailing label for a vendor, locate the vendor for which you want to print the label or labels in the list of vendors, and then look under the Edit column and click on the small button that corresponds with that vendor. This will take you to another screen (see section 4.2.3 Editing Vendors for the purpose of this screen) with a MAILING LABELS button:

Fig. 4.46 – “MAILING LABELS” button

Click on the MAILING LABELS button. This will pop up a small window with two choices, Single Label or Multiple Labels:

Fig. 4.47 – Window which lets you choose between printing a single label or multiple labels

To select either Single Label or Multiple Labels, click on the small circle next to each. Clicking on Multiple Labels will print out a sheet with multiple mailing labels (as many as will fit on the sheet) for the vendor:

Fig. 4.48 – A truncated example of a sheet with multiple mailing labels on it for the same vendor

Alternatively, clicking on the circle next to Single Label will print a sheet with a single mailing label in the upper left-hand corner.