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This functionality is new as of version 4.1. |
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Each Product that is acquired from one or more Vendors, should have a ‘Default Vendor’. The ‘Default Vendor' is used by the ‘Product Reorder’ screen to determine how to group the Products onto Purchase Orders. |
The Default Vendor can be configured using the following:
‘Product Info’ screen → ‘Inventory’ tab → ‘Vendors’ subtab
‘Purchase Order Details’ screen → ‘Add / Link Product to Vendor’ dialog
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How to Configure the Default Vendor using the ‘Product Info’ screen → ‘Inventory’ tab → ‘Vendors’ subtab:
Navigate to the ‘Product Info’ screen → ‘Inventory’ tab → ‘Vendors’ subtab.
Select the row that represents the Vendor / Contract that should be the ‘Default Vendor’.
Click the ‘Set as Default’ button.
The ‘Please Confirm’ popup message will open.
Click the ‘Save’ button to complete the process and return to the ‘Product Info’ screen → ‘Inventory’ tab → ‘Vendors’ subtab.
Click the ‘Cancel’ button to cancel the process and return to the ‘Product Info’ screen → ‘Inventory’ tab → ‘Vendors’ subtab.
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How to Configure the Default Vendor using the ‘Purchase Order Details’ screen → ‘Add / Link Product to Vendor’ dialog:
Navigate to the ‘Purchase Order Details’ screen - ‘Add / Link Product to Vendor’ dialog.
Refer to Link Purchase Order Item to Vendor.
Either Add a New Product, or Link an Existing Product to a Vendor.
If a Default Vendor exists for the Product, it will be displayed in parentheses next to the ‘Default Vendor’ checkbox.
The current Purchase Order Vendor will be auto-populated in the non-editable ‘Vendor’ field.
To make the Purchase Order Vendor the ‘Default Vendor’, select the ‘Default Vendor’ checkbox.
