Setup Vendor

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Vendors are used for purchase orders, RMA returns, and as defaults for inventory items. The vendor module also tracks past Products Purchased and Purchase Orders ordered from the vendor. Setup a New Vendor


1. Go to the Inventory module and select Vendors.


2. Click New.


3. Details and Settings tab - enter the vendor name, address and phone details.


4. Enter vendor contacts on the Contacts tab:

  • Click New.
  • In the Contact Editor, enter the contact Name, Title, Email.
  • Enter phone numbers
  • Click OK.



5. Add products supplied by vendor on the Products tab:

  • Click New.
  • Click 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.


View Vendor History


1. Products Purchased tab – reference all of the parts ordered from the vendor. Sort by item name, order number, date in and more.

ProductsPurchased.png


2. Purchase Order tab – reference all of the purchase orders placed with this vendor.


3. RMAs tab – reference all the returns to the vendor.


4. Stored Documents tab – link documents to the vendor record or access linked documents.


5. Activities tab – create and reference activities for the vendor.