Vendor and Rates module overview

The Vendors and Rates module stores vendors (sometimes referred to as suppliers) and their rates in a familiar tree structure.

• Vendors provide utility service to meters and are linked to accounts.
• Each vendor has rate schedules for each commodity.

Two types of vendors

• Utility company
• Internal vendor (used to generate chargeback bills)

View all accounts for a vendor

You have two options for viewing all accounts linked to a vendor.

Option 1: In the application:

1. Go to the Vendors and Rates module.
2. Select the vendor.
3. Click on the Accounts secondary tab.

Option 2: With spreadsheet:

1. Go to the Setup Spreadsheets Log screen.
2. Click Download and select Update Spreadsheets.
3. Download the Update Accounts spreadsheet.
4. Sort the spreadsheet by the Vendor Code column.

Steps to delete a vendor

1. Go to the Vendors and Rates module.
2. In the module menu (three stacked lines at the top of the hierarchy panel), select List by Vendor.
3. Open the Actions menu.
4. Select Delete Vendor.

You can only delete a vendor in the Vendors and Rates module when using the List by Vendor view. Use the Actions menu to delete the vendor.

To create a new vendor

1. Go to the Vendors and Rates module.
2. Click on any existing vendor.
3. Open the Actions menu.
4. Select New Vendor.
5. Complete and save the form.

Vendors and rates module menu