Add customers and vendors

The implementation plan consists of setting up one awarded job so accounting and project management staff can use the system immediately. Thus, you need to add at least one customer, including the company and contact, and a few vendors in the Contact Management module. The customer will be referenced on the client or prime contract and vendors will be used when issuing purchase orders (POs) and subcontracts.

Integration with accounting systems

• Client and vendor company names must match the accounting system records otherwise the AccountingLink could create duplicates upon export.
  • Incorrect:
    • Accounting vendor record: Stika Concrete, Inc.
    • Excel import file for Sage Construction Management: Stika Concrete
  • Correct:
    • Accounting vendor record: Stika Concrete, Inc.
    • Excel import file for Sage Construction Management: Stika Concrete, Inc.
• AccountingLink has an option to import all active employees and vendors. Thus, creating only a few vendors manually or via import is needed.

Examples of customers and vendors

Customers based on Sage Construction Management user perspective

User perspective	Customer company name	Customer contact
Custom Homebuilder	Smith, John and Mary	John Smith, Mary Smith
Commercial GC	Silicon Technology Corp.	Mike Johnson
Commercial Sub	Tower General Contracting	Steve Tower

Vendors

Vendor company name	Vendor contact
Stika Concrete	Ray Stika
	John Stika
Thompson Building Supply	First name: Sales Last name: Department
Home Depot (Irvine store 1023)	First name: ProSales Last name: Department
	First name: Pro Last name: Desk
Home Depot (Costa Mesa store 1255)	First name: ProSales Last name: Department
	First name: Pro Last name: Desk

Contact Management module overview and settings

Step	Task Description	Help topic	Training video	Application form
1	Review the Contact Management module overview and company classifications training video.		View
2	Review the company types, vendor insurance types, and contact titles in Settings > Feature Settings > Contact Management.	View	View	Listing

Add customers and vendors

Step	Task Description	Help topic	Training video	Application form
1	Review the active companies and contacts in the Contact Management module.	View		Form
2	Add the customer and contact that will be referenced on the first awarded client or prime contract.
	Option A: Add the customer and contact manually.	View		Form
	Option B: Import using a Microsoft Excel file.	View	View	Import
3	Add vendors and contacts that will be referenced on POs and subcontracts.
	Option A: Add a customer and contact manually.	View		Form
	Option B: Import using a Microsoft Excel file.	View		Import
	Option C: If AccountingLink is installed and setup, you can use its utilities to import active vendors from the accounting system.	View