Vendors
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The Vendors module provides the ability to Create new vendor listings, add Notes about those vendors, and to search, view, and sort a Vendor List.
Vendor List
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From the Vendor List:
View a list of all existing vendors;
Search and/or sort vendors by Name, City, State, or Phone Number;
Arrange columns by dragging and dropping the column.
Select a vendor directly to edit, or
Select the checkbox to the left of the vendor(s) to use the Actions dropdown for additional options such as edit or remove.
The Vendor List displays:
List Header | Description |
|---|---|
Vendor Name | Name of the vendor. |
City | City where the vendor is located. |
State | State where the vendor is located. |
Phone Number | Phone number of the vendor. |
Notes | Notes about the vendor. |
*Modified Date | Date last modified. |
*Entity ID | The vendor ID. |
*ID | System ID. |
*On the right of the header, select the three-dot menu for the option to display additional information.
Create a Vendor
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To create a new vendor:
Navigate to the Back Office Settings Vendor area.
From the upper-right, select New Vendor.
In the Vendor Name field, type the vendor name.
in the Code field, type the vendor code.
In the Address field, type the vendor address.
If necessary, use Address Line 2 for suite number or other identifying information.
In the City field, type the city for the vendor address.
From the State/Province/Region dropdown, select the state, province, or region for the vendor address.
In the Zip/Postal Code field, type the zip or postal code for the vendor address.
In the Contact Name 1 field, type the primary contact name for the vendor.
In the Contact Name 2 field, type the secondary contact name for the vendor.
In the Phone Number field, type the vendor phone number.
In the Email Address field, type the vendor email address.
From the upper-right, select Save.
Alternatively, select the Save dropdown to access Save and Duplicate or Cancel.
Edit a Vendor
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To edit vendor information:
Navigate to the Back Office Settings Vendor area.
From the Vendor List, select the vendor.
Alternatively, select the box to the left of the vendor, then use the Actions dropdown to select Edit.
Edit the vendor information.
From the upper-right, select Save.
Alternatively, select the Save dropdown to access Save and Duplicate or Cancel.
Link Inventory Items to Vendor
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From the left menu of a vendor record, select Inventory Items to view and manage the inventory items linked to the vendor. The Recipe field indicates “Yes” if the inventory Item is currently used in a recipe.
To link an existing inventory item to the vendor:
From the Inventory Items tab, select Link Inventory Item.
From the Link Inventory Item window, define the following:
Field
Description
Item Name
From the dropdown, select the item.
Vendor Item Code
Type the item code the vendor assigns to the product in their catalog / product list.
Ordering Unit
From the dropdown, select the ordering unit for the item that is used on Purchase orders.
Unit Cost
Type the cost of a single ordering unit.
Preferred Vendor
Toggle Yes if the vendor is the "preferred vendor" for the item.
When the vendor is identified as the "preferred vendor", the association between the item and the vendor cannot be removed.
To create a new inventory item and link it to the vendor, select Create and Link Inventory Item.
Remove the inventory items from the list to remove the link between the items and the vendor. The Remove button is displayed when an inventory item is selected from the list.
Remove a Vendor
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If a vendor is associated with another entity—such as an inventory item—抖阴Cloud will not allow its removal.
To remove/delete a vendor:
Navigate to the Back Office Settings Vendor area.
From the Vendor List, select the vendor.
Alternatively, select the box to the left of the vendor(s), then use the Actions dropdown to select Remove.
On the lower-right of the confirmation, select Yes.
Alternatively, select Cancel and return to the Vendor List.
Restore Vendor
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To edit vendor information:
Navigate to the Back Office Settings Vendor area.
From the upper-right of the Vendor List, use the View dropdown to select View Deleted Item.
If necessary, on the the left of the Vendor List, use the Search bar to type the vendor name.
From the Vendor List, select the vendor.
From the upper-right of general vendor information area, select Restore.
From the lower-right of the confirmation, select Yes.
Alternatively, select Cancel to return to the Vendor List without changes.
Create a Vendor Note
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To create or edit a vendor note:
Navigate to the Back Office Settings Vendor area.
From the Vendor List, directly select the vendor.
From the menu on the left, select Notes.
In the Notes field, type the vendor notes.
From the upper-right, select Save.
Alternatively, select the Save dropdown to access Save and Duplicate or Cancel.