Auto Generate Vendor Accounts in Levridge Ag Sales

Levridge 2025 Release 2 introduces the ability to automatically generate vendor accounts when creating customer accounts. The new Auto Generate Vendor Accounts feature allows users to define specific groups of customers that will automatically trigger the creation of corresponding vendor accounts.

Previously, creating a vendor account for every customer was a manual process. Not all customer accounts require a vendor counterpart, and the vendor group used can vary depending on the account’s purpose. With this update, users can now select which customer groups should have vendor accounts automatically created, and even specify which vendor group to assign.

How Does It Work?

Within Levridge 2025, navigate to Ag Sales > Setup > Agriculture Parameters and select the “Generated Vendors” tab.

Here, you’ll find the option for automatic vendor creation. You can configure this on a per-customer group basis, allowing for granular control over which customers will have vendor accounts generated.

When creating a new customer account, simply select the appropriate customer group and enable the automatic vendor creation option. The system will then create a vendor account simultaneously, using the same account number as the customer if desired. You can also assign a vendor group and set a default vendor status, such as placing the account on hold if needed.

For example, if you create a new customer in the “Northeast” group and enable automatic vendor creation, the system will generate a vendor account with the same ID and assign it to the selected vendor group. Any additional details, like a vendor hold status, will also be carried over and saved automatically.

Benefits

Automating the vendor account creation process offers several key benefits:

• Customizable: The ability to define which customer groups trigger vendor creation means you maintain control and flexibility.This means you no longer need to jump through hoops or use workarounds to access closed contract data—just use the new “Show Closed” filter right in your list view.
• Saves Time: No more duplicating data entry or manually creating vendor accounts for each customer.
• Reduces Errors: Automation ensures consistency and accuracy, minimizing the risk of mismatched or missing accounts.
• Improves Workflow: By integrating customer and vendor management, businesses can respond faster to opportunities and maintain better records.

Additional Resources

Accompanying YouTube video

For more information on Ag Sales, visit Ag Sales Solution