How to add and maintain vendor information

Introduction

The vendor screen displays three kinds of information.

First is name, address, phones, internet and comments displayed in the left panel and at the bottom of the center panel.

Second is contact information displayed in the center panel.

Finally order information is displayed in the right panel.

Left Panel

The left and center panels are straight forward, and they are the almost same as panels in the customer screen. The top portion of the left panel is shown here.

The "Show deleted" checkbox, if selected, includes deleted vendors in the browser listing.

The field to the left of the buttons is a search field for short name.

Order Panel

The open PO information is automatically updated as purchase orders are processed.

FOB: Free on Board. This is a default value that appears in the purchase order screen.

Ship Method: Primary method used for this vendor. Optional entry.

Our Acct #: Our account number used by this vendor. it appears on purchase orders.

Items listed in the browser are normally entered from the catalog screen. They can also be entered here. The item Id is our Id.

Vendor Item Id: The vendors Id for this item. Upon initial entry this field defaults to the Item Id. Change it to the Vendor's Item Id (catalog number) if available. If not available leave it blank. This field is printed on the purchase order under column "Your Id".

Unit Cost: Our cost for purchasing the item from this vendor.

# Sell Units: The number of selling units in each order unit. For example, If item is ordered by case of 24 and sold individually, # Sell Units is 24.

Reorder Point: The number of items of stock on hand at which on order should be placed.

Reorder Qty: The number of items to reorder when stock reached reorder point.

Min Order Qty: The minimum number of items that can be ordered from this vendor. This field can be blank. A value here is used while preparing purchase order to ensure that at least this number is ordered.

Order Unit: The unit used to purchase this item. For example, each, pair, dozen, case, etc.

Catalog Item: The item description.

Select Catalog Item button: Displays a chooser dialog from which an item can be selected. This is used if entering vendor items on this screen. Normally items are entered into vendor items from the catalog screen.