How Do I Setup a New Vendor?
This lesson will teach how to add a new Vendor to the system. Vendors are used to receive items and to place purchase orders.
Inventory Control
From the Main Menu, click on "Inventory Control".
Vendor Setup
From Inventory Control, click on "Vendor Setup".
Vendor File Setup/Change
1) To Add a new Vendor click "Add".
2) To Edit an existing Vendor click "Edit".
Add Vendor
Type your Vendor Account ID. A Vendor Account can be alphanumeric. You can make it a number such as 12345 or a name such as COKE.
Click "OK".
Vendor Info
Type in your vendors name and any other information you would like on their record. The only field that is required is the Account #, but it is recommended you enter a name. It will be important in identifying the vendor in other parts of the system.
1) If you are entering name for Vendor # then you can put the Vend Account number in the Vend Account field.
2) Click on "Apply".
The remaining fields on the Vendor tab and the Status/Misc tab will be explained in the Glossary. Most of the fields are now obsolete.
Receiving Source
In Inventory Control, click "Receiving".
Source
In receiving, click "Add".
Add Vendor Source
1) In Enter Source, type in your Vendor #. This must be exactly the same as the Vendor # in Vendor Setup.
2) Click "OK".
Source Setup
1) You should see the Vendor Name that is setup in Vendor Setup appear in the Vendor Name field. If it does not, then you have typed in the wrong Vendor Number.
Source Setup continued
Above is an example of a typical source setup. An explanation of all of the fields is in the Receiving Glossary.
1) Typically, Use Conversion Unit is checkmarked. However this depends on how you receive your items from your vendor.
If you receive by the case from this vendor you will check mark Use Conversion Unit. If you receive at the single or each level, uncheck Use Conversion Unit and when you receive the item you will enter the total number of items in a case as the quantity. (For example,enter 24 bottles of water rather than one case.) Keep in mind, if you set the system to use conversion unit, whatever you enter as the quantity received will get calculated against the conversion unit that is setup on the PLU.
2) When you have verified all your Sources settings are correct. Click on "Apply".
Exiting Receiving
Click "Quit"
Assigning A Vendor To An Item
From the main menu, click "Pricebook".
Item Setup
From Pricbook, click "Item Setup".
Item Setup
Click "Edit".
Vendor Selection
Click the down arrow to the right of Vendor to get a list of available Vendors.
Assign Vendor
Click on the Vendor you wish to assign to this item
Apply Change
When you have the correct Vendor in the Vendor field, click "Apply".
Additional Information
A Vendor can be assigned to multiple items at once. Refer to the lesson How Can I Make Changes To Large Groups Of Items?