Vendors: Inventory

The following fields are displayed in the Vendors list:

• Company: Name of company/vendor.

• Stock Room: Stock room with which the vendor is associated.

  If the vendor is available/used for all stock rooms, (All and/or Direct Issues) is listed in the Stock Room column.

• Priority: Field used to determine the preferred vendor to use for purchase orders.

  Each vendor must have a unique priority setting.

• Order Units: Order units available for this item (from this vendor).

• Price: Vendor price for each order unit.

• Discount %: Discount percentage available from vendor.

• Taxable?: Indicates whether the item is taxable.

• Tax Rate: Tax rate for the item (from this vendor).

1. Click Add.

   A window opens. The window is filtered to Vendors by default.

2. Locate the vendor you want to add.

3. Click the vendor you want to add.

   The Vendors dialog box opens.

4. Select the stock room for the vendor from the Stock Room field.

   If this vendor is to be used for all stock rooms and/or direct issue items, leave this field blank. The vendor will be noted as associated with (All and/or Direct Issues).

5. Select the priority this vendor should be given when considering vendors for a purchase from the Priority field.

   Each vendor must have a unique priority.

6. Enter the vendor identification information in the following fields:

   • Vendor Item ID

   • Vendor Item Catalog #

   • Vendor Item URL

7. Enter vendor pricing information in the following fields:

   • Order Units: Units by which the item is ordered.

   • Price (per Order Unit): Price this vendor charges for the item by order unit.

   • Discount %: Any discount percentage applied.

   • Taxable?: Mark the item as taxable or not.

   • Tax Rate: Applicable tax rate.

8. Enter the vendor's delivery estimate / turnaround for this item in the Days to Deliver field.

9. Enter any additional comments in the Comments field.

10. Choose between two options:

    • Click Apply.

      The window closes. The newly defined vendor is listed in the My Selection(s) pane.

    • Click Apply/Close.

      The Vendors page appears. Skip to step 13.

11. Continue selecting additional vendors as needed.

    To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

12. Click Apply.

    The window closes. The new vendors will be added to the Vendors list.

13. Click Save.

     

1. Click the row for the vendor you want to modify.

   The Vendors window opens.

2. Make your changes.

3. Click Apply.

   The window closes.

4. Click Save.

    

1. Click in the selection check box to the left of the vendor you want to remove.

   A check mark appears, indicating the record has been selected.

2. Continue to select any additional vendors you want to remove.

3. Click Remove.

   The vendor is removed.

4. Click Save.