Vendor Page Customizer

The Vendor Page Customizer tailors the New Vendor and Edit Vendor screens to the way your company works: hide the fields nobody uses and make the fields your staff must always fill in required. Each company keeps its own settings, and a change applies the next time anyone opens the vendor screens.

Requirements

The Vendor Page Customizer add-on and Setup rights for the Expenses module (or the page granted under Advanced User Rights).

Customizing the vendor screens

Where: Admin -> Payables -> Vendor Page Customizer

1) The page lists the fields of the vendor record in a table with the columns Column Name, Check to Block from Input Screens and Required. Switch on Check to Block from Input Screens to hide a field from the New Vendor and Edit Vendor screens, or Required to make it mandatory before a vendor can be saved. A field can be one or the other, not both: switching one on turns the other off.

2) Fields the vendor screens always show are marked Cannot Block. Most of them (for example the contact's First Name and Last Name, the phone and email descriptions, VAT Tax Group and the Order From address fields) can still be made Required. Currency and Payment Terms are needed on every vendor, so they show Cannot Block with no Required switch. Internal fields are not listed.

3) Click Save. All rows are saved together and the page shows "Updated Successfully!" with a Back button; if anything fails, nothing changes and "Update Failed!" is shown instead.

4) Open New Vendor to check the result: a blocked field (for example Web Address) is simply gone from the form. A required field looks no different on the form; the check happens when you click Save. If it is empty a message "Please Complete Required Field" names the field, the cursor moves to it, and the vendor is not saved until it is filled in.

Notes

• Start small: block one or two fields, open the vendor screen to check the result, then come back for the rest.
• Blocking a field only hides it from the vendor screens; the values already stored in it are kept.
• Settings are per company, so a multi-company install can show different vendor fields in each company.
• Required fields are enforced on the New Vendor, Edit Vendor and Edit Shipping Carrier screens only (and only for fields that appear on those screens); imports and integrations are not affected.
• The customer and item screens have their own customizers; see Customer Page Customizer and Item Page Customizer.