Add a new supplier

1. Go to Contacts > Suppliers > New.
2. In the AppCAT tab:
   • Find/Match supplier
   • Click Select All > Apply changes.

If your supplier is not in AppCAT, skip this step.

3. In the Types tab:

   • Select the supplier type (as applicable). For example, Direct supplier.

     

4. If this is an Electronic Supplier, click the Accounts tab:
   • Click Add and enter the account details provided by your supplier.

   • Remember to clear the option This supplier does not use electronic ordering.

     

5. Click Save and Close.

Update items overnight:

This process can be left to be run automatically overnight if you have AppCAT Automation enabled for “Add new Suppliers to Items”

Update items now:

Download items from AppCAT, then add new supplier items in bulk from AppCAT.

1. Go to Assistants > AppCAT > Download Now.

   Wait for the download to complete before continuing.

2. Go to Assistants > AppCAT > New Supplier Items.
3. Click Collapse all, then expand the Supplier hierarchy and select the relevant entry.
4. Hold SHIFT and click the first and last item in the list to select all items you want to update.

   If you have selected more than 500 items, the performance of Fred Office Plus may be affected temporarily while the changes are processed. In particular, it may slow down the transmission of scripts to the till. It is recommended to update smaller groups OR at a quiet time/ outside normal hours to prevent delays.

5. Click Update value, then OK to display the Action column.

   If required, the above procedure can be used to update the Item Pack Size, New Item Alias and Reorder Number Differences. Be sure to review all changes before applying them.

   If you notice any incorrect details in the AppCAT Database, contact products@appcat.com.au

1. Go to Assistants > AppCAT > Download Now.
2. Go to Inventory > items and search for item.
3. Double-click to open the item stockcard.
4. Click Inventory & Ordering tab > Suppliers.
5. Click Add.
6. Select the new supplier using the drop down and enter all details.
7. Click OK, then Save and Close.
8. Repeat for all items as applicable.

Although this can be done in bulk using the Quick Action Wizard, the Quick Action process enters randomly generated PDE Codes for all items. This prevents any PDE searching for these items. For example, when adding items to an order or invoice. It is recommended you add each item’s supplier information required as outlined below.

To avoid performance issues with Fred Office Plus, it is best to run this process at a quiet time/ outside normal hours to prevent delays.

1. Go to Tools >System Setup Wizard and click Ordering Settings.

   If prompted to run again, click Yes to proceed.

2. Click Next three times until Set Primary Suppliers is displayed.

3. Use the Top, Up, Down and Bottom buttons to set the desired primary supplier listing.

   

4. Ensure all the relevant options are set in the Apply column, then click Next.

   From Set Item Codes, you can opt to set your item codes to match your supplier reorder numbers. You will need to Print a Shelf Ticket or Label for any items where the Item Code has been updated. Refer to Print or Queue a Ticket or Label.

5. Click Next, then Finish.

If you use Ordering templates to create your orders, these templates may need to be adjusted to take into account the new supplier recently configured.

When using the Draft Wizard, you must configure Ordering Templates. The Draft Wizard has two sections:

• The first few options allow you to select “which items” you will consider for ordering (i.e. only items from a specific supplier, or in a particular department etc …).
• The second section gives you options of “how many” to order (i.e. suggest quantities based on replenishment and restock levels, or quantity sold etc … ).

To Edit an Existing Ordering Template

1. Go to Ordering > Drafts > New.
2. Select Use selected templates to add items.
3. Select the template.

4. Select Edit selected template.

   

5. Select OK.
6. Select Next.

7. Continue through each step of the Wizard, selecting the options required.

   Pay particular attention to the Supplier Details options.

8. Click Finish to save your changes.

To Create a New Template

1. Go to Ordering > Drafts > New.
2. Select Use Wizard to Add Items, then click OK.
3. Select Create New List and click Next.
4. Navigate through each step of the wizard selecting the options required.
5. On the final step, click Check this box to allow saving of this template, enter a template name.
6. Click to Finish.