Vendor Manager

This section explains how to manage your vendors, where a vendor is the company from which you purchase inventory. Purchase orders can be sent to a vendor authorizing the delivery of specified inventory to a single destination; either a warehouse owned by your company, or directly to the customer.

Path: Inventory > Vendor Manager

Search for a Vendor

It is recommended that you first search for a vendor before adding them as a new vendor just to verify that they are not already in the Back Office.

Step

Action

1

From the Vendor Manager, enter the name of the vendor or other vendor criteria under the Vendor Filters box. Click the Search button to see a list of results.


2

Locate the Vendor name and click on the  to update or view its information.

Note: If the list is long, pagination is available using the Next and Previous buttons.

3

If the Vendor name does not display, add them to the system by clicking the New Vendor button and follow the Add New Vendor instructions.

Add New Vendor

Follow the steps below to add and maintain vendor information.

Step

Action

1

From the Vendor Manager, enter a name for  the vendor and click on the New Vendor button. The system prompts you to confirm this action.

2

Under the General Attributes screen, enter all the demographic information about the vendor and click Update.

I mportant: Make sure the email address and fax number you have entered is valid since this is the method in which purchase orders are sent.

3

The correspondence screen list any emails received from or sent to the vendor. The numbered sections are described below.

  1. Click the Create Blank Email to send a general email to the vendor.

  2. If you have created email templates, they display in the drop-down and can be accessed from this screen.

  3. The main section of this screen list all emails that were sent to and received from the vendor. You can click  on the Expand All to view the content details of each.

  4. You can take action against emails that have been checked and selecting a category from the Choose drop-down. Click Update Emails to execute.

4

Comments should be used to record to relay vendor information to other users. Comments are classified by type and include: Support, Shipping, Financial, Call Log, Order History, Sales Rep Notes, each are coded with a different color.  

  • Once a comment is posted it cannot be changed or deleted.

  • A new comment is posted instead to update the information. The newest comments always displays at the top.

5

Complete the information in the Custom Fields screen as setup for your use.

6

Purchasing

Select the appropriate Purchase Order Default settings for the vendor as described below. Click Update to save.

Default Methods: Select the method you want POs sent to the vendor (Email, eFax, Document, EDI, FTP, XML)

Stock and Just-In-Time PO Template: Select the appropriate template for your Stock and JIT POs.

Drop-Ship PO Template: Select the appropriate template for your Drop-Ship POs.

Check box: Select the check box to automatically close drop-ship orders and move them into "Shipped" status.

EDI Vendor Id: Specific ID for those using EDI for purchasing.

Use Size Runs: This is for Grid configurations only.

Location Hierarchy Type: Select at which level you would be purchasing, i.e., store only or chain.

Shipping Method 1: Default shipping method for purchases under 400 pounds

Shipping Method 2: Default shipping method for purchases over 400 pounds

Cost Method:Default cost method, typically set to Wholesale

Terms:Standard purchasing terms for vendor

When set, the values are used as the default in the Purchase Order Builder, Purchase Order Manager and Purchase Order Import.

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