Implementation plan - 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.
You must add at least one customer, including the company and contact, and a few vendors in the Contact Management module. The customer is referenced on the client or prime contract, and vendors are used when issuing purchase orders (POs) and subcontracts.
Integration with accounting systems
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Client and vendor company names must match the accounting system records. Otherwise,
AccountingLink can create duplicate records during export.
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Incorrect:
- Accounting vendor record: Stika Concrete, Inc.
- Excel import file for Sage Construction Management: Stika Concrete
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Correct:
- Accounting vendor record: Stika Concrete, Inc.
- Excel import file for Sage Construction Management: Stika Concrete, Inc.
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Incorrect:
- AccountingLink includes an option to import all active employees and vendors. You only need to create a few vendors manually or through import.
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 |
) > Company Settings > Users .