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.