Editing Vendors
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<br>1. Go to the Inventory module and select '''Vendors'''. | <br>1. Go to the Inventory module and select '''Vendors'''. | ||
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<br>2. Click '''New'''. | <br>2. Click '''New'''. | ||
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<br>3. '''Details and Settings''' tab - enter the vendor name, address and phone details. | <br>3. '''Details and Settings''' tab - enter the vendor name, address and phone details. | ||
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<br>4. Enter vendor contacts on the '''Contacts''' tab: | <br>4. Enter vendor contacts on the '''Contacts''' tab: | ||
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* Click '''New'''. | * Click '''New'''. | ||
* In the Contact Editor, enter the contact Name, Title, Email. | * In the Contact Editor, enter the contact Name, Title, Email. | ||
* Enter phone numbers | * Enter phone numbers | ||
* Click '''OK'''. | * Click '''OK'''. | ||
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+ | <br>5. Add products supplied by vendor on the Products tab: | ||
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+ | * Click '''New'''. | ||
+ | * Click [[File:Magnify.jpg]] next to the item name field. | ||
+ | * Select the item from your inventory list. | ||
+ | * In the Vendor Item window, enter lead time, item cost, and other information as needed. | ||
+ | * Click '''OK'''. | ||
+ | * The vendor will also now be listed on the vendor tab in the inventory item as well. | ||
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<br>2. '''Purchase Order''' tab – reference all of the purchase orders placed with this vendor. | <br>2. '''Purchase Order''' tab – reference all of the purchase orders placed with this vendor. | ||
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<br>3. '''RMAs''' tab – reference all the returns to the vendor. | <br>3. '''RMAs''' tab – reference all the returns to the vendor. | ||
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<br>4. '''Stored Documents''' tab – link documents to the vendor record or access linked documents. | <br>4. '''Stored Documents''' tab – link documents to the vendor record or access linked documents. | ||
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<br>5. '''Activities''' tab – create and reference activities for the vendor. | <br>5. '''Activities''' tab – create and reference activities for the vendor. | ||
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== Products Tab == | == Products Tab == | ||
− | On the Products tab, you can add the material that you purchase from the vendor. You can specify the vendor part number and the cost of the part from that vendor. | + | On the Products tab, you can add the material that you purchase from the vendor. You can specify the vendor part number and the cost of the part from that vendor. |
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− | + | [[File:VendorProducts.png]] | |
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You can also add material to a vendor by going to the Inventory Item > Vendors tab. | You can also add material to a vendor by going to the Inventory Item > Vendors tab. | ||
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== Setup Subcontractor == | == Setup Subcontractor == | ||
− | + | ou want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window. In the vendor record you can set up all the subcontractor settings such as their labor rate, assign them to work groups and determine if they need to schedule them using the dispatch window. | |
<br>1. Go to the Inventory module and select '''Vendors'''. | <br>1. Go to the Inventory module and select '''Vendors'''. | ||
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# Select the field of service and enter other applicable data. | # Select the field of service and enter other applicable data. | ||
# Click '''OK'''. | # Click '''OK'''. | ||
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'''WebConnect Password for Subcontractor | '''WebConnect Password for Subcontractor | ||
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# Assign a WebConnect password in the '''Web Access Password''' field. | # Assign a WebConnect password in the '''Web Access Password''' field. | ||
# Click '''OK'''. | # Click '''OK'''. | ||
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