Manually link vendors

If a vendor was entered in both systems and they have a slightly different spelling, for example, Stika Concrete, Inc and Stika Concrete, then these company records will need to be linked manually so transactions such as POs, Bills, Subcontracts, or Sub Invoices can get posted. This is an alternative method to Auto Linking where names do match.

Important Things To Know

• Manual linking is only needed if vendor names do not match exactly.
• Manual linking will not synchronize or update address or phone information. It will just link the records in both systems.

Link a vendor manually

1. Go to Accounting Link and select Contact Management > Manually Link Vendor.
2. In the Sage CM Vendor field, enter at least 3 characters of the Sage Construction Management Company name.

   The drop-down will automatically provide suggestions based on the text entered.

3. Select the Sage Construction Management Company that needs to be manually linked.
4. Likewise, enter 3 characters in the Sage 100 Contractor Vendor field and select the corresponding Sage 100 Contractor Vendor from the drop-down.
5. Select Link Vendor.