Articles on: Businesses

Creating a Vendor

Vendors in Pegasys can be considered to be Carriers, Owner Operators, Brokers, Fuel Vendors. Any third party that is moving freight for you or an outside party that you are required to pay. These relationships are critical and it's very easy to manage these within Pegasys! There are many ways to enter a business in Pegasys throughout the application to keep you in flow.

From the Business page
Click on Businesses on the top navigation bar to get to the Business page.
Click on the Create button in the top right corner.
Select Vendor at the top of the form.
Fill in the business form.
Click Create.

From the top navigation bar
Click the + button on the top navigation bar from anywhere within the application.
Select Vendor at the top of the form.
Fill in the business form.
Click Create.

From a Vendor/Business dropdown
Vendor dropdowns appear throughout the application. For example, when you are adding a carrier to a dispatch or owner operator or an equipment record. You can quickly create vendors on the fly without breaking your flow.

Type the name of the new vendor into the input box and press enter OR click Create Vendor. Alternatively, click the + button beside the business dropdown.
If you are entering from a Vendor dropdown then the Vendor toggle will automatically be selected.
Fill in the business form.
Click Create.
You will be returned to your form with the new vendor preselected.

Your new vendor record will be accessible throughout the application and appear under your Business List on the Business page. Remember in Pegasys your vendors can also be marked as a customer so you have one central place to manage your relationship.

Vendor Fields
Name - The Legal name of the Business record.
Display Name - The name that is used throughout Pegasys to identify the vendor. This is a great way to manage a vendor that works in multiple currencies.
Currency - The currency that you will be the default currency that bills will be created for this business. You can manage your available currencies within Company Settings.
Email - The email for this business. You can add additional emails after your business has been created within the contacts section.
Primary Phone - The main phone number for the business. You can add additional phone numbers after your business has been created within the contacts section.
Secondary Phone - The secondary phone number for the business. You can add additional phone numbers after the business has been created within the contacts section.
Fax - The Fax number for the business.
Website - The website for the business.
Hazmat - Toggle for record keeping purposes
AP Terms - The default AP Terms that will appear on your bills going out to this vendor.
DOT Number - For record keeping purposes and also used for integrations.
MC Number - For record keeping purposes and also used for integrations.
SCAC - For record keeping purposes.
Address - The street physical address of the business.
City - The physical city of the business.
State/Province - The physical State/Province of the business. This field will become free-form if a country is selected outside of Canada/United States.
ZIP/Postal Code - The ZIP (United States) or Postal Code (Canada) of the business.
Country - This is a drop-down of all countries that are supported by Pegasys
Same As Address - When toggled off you can selected a separate billing address. This will appear on your Bills/Invoices.
Billing Address - The street billing address of the business.
Billing City - The billing city of the business.
Billing State/Province - The billing State/Province of the business. This field will become free-form if a country is selected outside of Canada/United States.
Billing ZIP/Postal Code - The billing ZIP (United States) or Postal Code (Canada) of the business.
Billing Country - This is a drop-down of all countries that are supported by Pegasys

Updated on: 01/01/2021

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