/
Configure Default Vendor

Configure Default Vendor

This functionality is new as of version 4.1.

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


How to Configure the Default Vendor using the ‘Product Info’ screen → ‘Inventory’ tab → ‘Vendors’ subtab:

  1. Navigate to the ‘Product Info’ screen → ‘Inventory’ tab → ‘Vendors’ subtab.

    'Product Info' screen - 'Inventory' tab - 'Vendors' subtab - 'Set as Default' button
    'Product Info' screen → 'Inventory' tab → 'Vendors' subtab → 'Set as Default' button
  2. Select the row that represents the Vendor / Contract that should be the ‘Default Vendor’.

  3. Click the ‘Set as Default’ button.

  4. The ‘Please Confirm’ popup message will open.

    'Product Info' screen - 'Inventory' tab - 'Vendors' subtab - 'Set as Default' - 'Confirmation' popup
    'Product Info' screen → 'Inventory' tab → 'Vendors' subtab → 'Set as Default' → 'Confirmation' popup
  5. Click the ‘Save’ button to complete the process and return to the ‘Product Info’ screen → ‘Inventory’ tab → ‘Vendors’ subtab.

  6. Click the ‘Cancel’ button to cancel the process and return to the ‘Product Info’ screen → ‘Inventory’ tab → ‘Vendors’ subtab.


How to Configure the Default Vendor using the ‘Purchase Order Details’ screen → ‘Add / Link Product to Vendor’ dialog:

  1. Navigate to the ‘Purchase Order Details’ screen - ‘Add / Link Product to Vendor’ dialog.

    1. Refer to Link Existing Product to Vendor.

  2. Either Add a New Product, or Link an Existing Product to a Vendor.

    1. Refer to:

      1. Create Products On-The-Fly

      2. Link Existing Product to Vendor

  3. If a Default Vendor exists for the Product, it will be displayed in parentheses next to the ‘Default Vendor’ checkbox.

    1. The current Purchase Order Vendor will be auto-populated in the non-editable ‘Vendor’ field.

  4. To make the Purchase Order Vendor the ‘Default Vendor’, select the ‘Default Vendor’ checkbox.

Related content

Link Reorder Item to Vendor
Link Reorder Item to Vendor
More like this
Edit Vendor Product Details for a Product Reorder Item
Edit Vendor Product Details for a Product Reorder Item
More like this
Venders Subtab in 3.3
Venders Subtab in 3.3
More like this
Create Reorder List
Create Reorder List
More like this
Configure Product Default Manufacturer and NDC
Configure Product Default Manufacturer and NDC
More like this
Vendor Setup
Vendor Setup
More like this