Configure Default Vendor

• 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.

   Open

   

   '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.

   Open

   

   '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.