Overview
Use this guide to record a supplier’s part number, cost, and purchasing details for an existing item in 1place. You can maintain separate entries for each supplier you purchase the item from.
Steps
Open Items from the Main Menu and find the item.
Open its Item Details screen, then select the Vendors tab.
Locate the vendor entry you want to update. To add a supplier, select a Vendor Name in the blank row at the bottom of the table.
Enter or review the applicable columns.
Column What to enter or review Sort Use the handle to arrange the vendor rows. Default Select the checkbox for the item’s primary supplier. Vendor Name Select the supplier from your existing vendor list. Use the magnifying glass to open its vendor record. Vendor Item # Enter the supplier’s part number for this item. Vendor Cost Enter the cost the supplier charges for the item. Lead Time (# Days) Enter the supplier’s delivery lead time in days. Case Pack Enter the number of units per case. CSF/Volume Enter the supplier’s volume measurement, if applicable. Duty % Enter the applicable import duty percentage. Qty On Order Review the quantity currently on order from this supplier. Rnd Case Qty Select to round purchase quantities up to a full case when creating automatic Purchase Orders. Conv Case Qty Select to convert purchase quantities to case quantities on Purchase Orders. Last Order Date Review the date the item was last ordered from this supplier. Cost Last Updated Review the date the vendor cost was last updated. Ven QIS Enter or review the quantity in stock reported by the vendor. QIS Last Updated Enter or review when the vendor’s stock quantity was last updated. Notes Enter supplier-specific purchasing instructions or other notes for this item. Action Click X to remove the vendor entry from this item. Review the vendor item number, cost, and other changes, then click Save.
Reopen the Vendors tab and verify that the changes were saved correctly.
