> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/project/vendors-and-pos/vendor-details.md). # Edit a vendor's details Edit a vendor's contact, bank, payment and tax details, delete a vendor, and unmerge vendors merged into it. Each vendor has its own page for its contact, bank, payment and tax details. Owners, Super Admins and Managers open it from **Project > Vendors & POs** or **Company > Vendors**. Vendor details are shared across all your company's productions, so a change here applies everywhere. {% hint style="info" %} The page has two tabs: **Vendor Details**, which holds the form described here, and **Merged Vendors**. {% endhint %} ## Open a vendor's page 1. Go to **Project > Vendors & POs** or **Company > Vendors**. 2. Select the eye button on the vendor's row. You can also get here with **Adding a W9?** on a purchase order's **Supporting Documents** tab (see [Work on a purchase order](/project/vendors-and-pos/purchase-order-details.md)). Owners and Super Admins can also select the eye button on all four tabs of **Company > Vendor 1099s**: **Unmarked**, **1099 Eligible**, **Ready For Filing** and **1099 Ineligible**. **Back to Vendor List** takes you back to the page you came from. If you came from **Adding a W9?**, it opens the **Vendors** tab of **Project > Vendors & POs**. If the vendor was deleted or merged into another one, the page says "We weren't able to find your vendor information." The same form also appears on a purchase order's **Vendor** tab and on an invoice's **Vendor** tab in the transaction side panel. ## Who can change what * **Owners, Super Admins and Managers** can change everything. Only they see **Bank Account Number**, **Bank Routing Number**, **Bank Account Type**, **SSN**, **EIN** and **Delete Vendor**. * **Department Heads and Cast and Crew** can change the other fields. * Everyone else sees the form read-only, with the note "Only people who can attach invoices and receipts can change it." ## Edit the details 1. Change a field. 2. Wait a couple of seconds. Changes save on their own after you stop typing: **Saving...** shows at the top right of the form, then **Saved!**. If **Missing required fields** shows instead, a field has an error, and nothing on the form saves until you fix it. | Field | What to know | | ----------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Vendor Name** | Required, and no two vendors in your company can share a name. A name that's taken shows "You can only have one vendor for a given name". | | **Business Name (if different from above)** | The vendor's business name, when it differs from **Vendor Name**. | | **Contact Phone**, **Contact Email** | How to reach the vendor. | | **Bank Account Number**, **Bank Routing Number**, **Bank Account Type** | The vendor's bank details. **Bank Account Type** is Checking, Business or Savings. | | **Address** | Start typing and pick a US address from the list to fill in **City**, **State** and **Zip**. If it isn't listed, select **Can't find your address? Enter it manually**. | | **City**, **State**, **Zip** | Fill these in yourself when you don't pick an address from the list. | | **SSN**, **EIN** | The vendor's tax ID. Dashes are added as you type. Each needs all nine digits, or you see "Input is too short". | | **Company Type** | The vendor's tax classification, such as Individual/Sole Proprietor or Limited Liability Company. | ### Payment Preferences * **Payment Time**: Due on receipt, Net 30, Net 60 or Net 90. * **Preferred Payment Type**: ACH, Check, Wire or Credit Card. Both appear on the topsheet of the vendor's exported purchase orders. ### Tax Information **Default 1099 Location** is where RollCredits assumes this vendor's transactions are reported at the end of the year: 1099-MISC Box 1 (Rents), 1099-MISC Box 3 (Other Income), 1099-NEC Box 1 (Nonemployee Compensation) or Ineligible For 1099. The question mark next to it notes that you can adjust it later. For the year-end steps, see [Prepare vendor 1099s](/company/vendor-1099s.md). Below it are the vendor's W9 notes and the **W9 Document** field. To request, add or replace a W9, see [Collect W9s from vendors](/project/vendors-and-pos/vendor-w9s.md). {% hint style="info" %} While "Extracting vendor info from W9..." shows above **Vendor Name**, RollCredits is reading a new W9 and the fields are locked. When it finishes, the form shows the details read from the W9. {% endhint %} ## Delete a vendor 1. Select **Delete Vendor**, below **Payment Preferences**. 2. In **Delete Vendor?**, check how many transactions will be affected, across all your company's productions. 3. Select **Confirm**. The vendor is removed from all its transactions, and its W9 is deleted too. The page then goes where **Back to Vendor List** would. {% hint style="danger" %} Deleting a vendor can't be undone. {% endhint %} ## Unmerge a vendor {% hint style="info" %} Owners, Super Admins and Managers can use the **Merged Vendors** tab. {% endhint %} When you merge a vendor into this one with **Merge Vendor** on the vendor list (see [Manage your vendors and W9s](/company/vendors.md)), its name is listed here. Transactions that come in later under that name, such as from a scanned invoice or a card purchase, go to this vendor. 1. Select the **Merged Vendors** tab. 2. Find the name under **Vendor Name** and select **Unmerge** on its row. {% hint style="warning" %} **Unmerge** takes effect right away, with no confirmation step. New transactions under the old name then get a vendor of their own. Transactions the merge already moved stay with this vendor, and the old vendor doesn't come back. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. 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