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 (the contact's first and last name are not offered) 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) Currency and Payment Terms show Cannot Block (and have no Required switch) because vendor records need them; internal fields are not listed at all.

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.
• A blocked vendor field is cleared the next time the vendor is saved from Edit Vendor, so block vendor fields only when you no longer need the data in them.
• Settings are per company, so a multi-company install can show different vendor fields in each company.
• Required fields are enforced on the New and Edit Vendor 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.