Vendors
Vendors from all departments are now tracked and managed in Company --> Inventory.
Adding New Vendors
To add a new Vendor, access Company --> Inventory and locate the Vendors tab. Select the + New Location button and enter the details in the slideout. The information entered can be updated in the future. Name of the Vendor is the only required field.
Note: Selecting Any from the Department dropdown will allow you to use that Vendor across any department that you maintain in your system, otherwise you can select the appropriate Department.
Editing Vendor detail
You can view and edit Vendor detail by clicking the name of the Vendor. You will see the name of the vendor along with how many products are currently in your system under that vendor. If you select the number of products, it will display the Products table sorted on that Vendor's name. You can see any of the information previously entered along with any activity at the bottom of the page.
You will have the option to Edit the Vendor detail or you can Upload Products, Download Products or Delete the Vendor completely by selecting the Actions button.
Uploading Products
Adding new products to a Vendor or updating existing product fields like inventory related information or cost can be done through the Upload Products feature. Download the file, save any edits and upload that same file through this utility. If you have inventory updates, please select the box to process inventory updates and hit the Upload button. This process to update the parts will run in the background and you will be notified once it is completed in your Notification Center.
Downloading Products
All parts found under a Vendor will be available through the Download Products utility. Selecting Download Products will queue the download to populate in your Notification Center. The file will contain product related information and can be updated to make changing costs or inventory numbers easy.
Deleting Vendors
If you need to delete a Vendor, select the Delete option. Please proceed with caution as you can not recover a deleted vendor.