Vendors

Vendors

Edit a Vendor's card

  1. From , click Vendors > Vendors to display the Vendors grid.
    ColumnDescription
    CodeUnique Vendor code. Maintained by Head Office.
    DescriptionName of the Vendor. Maintained by Head Office.
    Type

    Maintained by Head Office.

    ABNVendors APN details. Maintained by Head Office.
    TaxGST or GST Free. Maintained by Head Office.
    Manufacturer Maintained by Head Office.
    On Hold

    Maintained by Head Office.

    If a Vendor is On Hold, you cannot send or receive orders associated with this vendor.

    Vendors set to On Hold are excluded from all Master Planning calculations.

    Any product associated with a Primary Vendor set to On Hold is also excluded from all Master Planning calculations.

    CommentsAdd a comment to this vendor's card. Comments are store-specific.
  2. Search for the vendor you want to create or edit.

    Use % at the beginning of each complete a ‘contains’ search

  3. Filter the results as required.
    FilterDescription
    AllAll vendors available in the stores Address book.
    VendorVendors with the Vendor type of Default.
    Transfer vendorsVendors with the Vendor type of Transfer.
    Manufacturers

    Vendors with the Manufacturer flag set to Yes.

    Manufacture can have a Vendor type of Transfer or Default.

  4. Right-click a line entry in the grid and select Open to open the vendor's card.

    Vendor information in the Details section is read-only, as it is maintained by Head Office.

  5. Edit as required.
    OptionDescription
    Contacts

    Select the Contacts tab, then click Add.

    In Add Contact, provide a Name, Type (Phone, Fax, Email) and the Contact details. All fields are mandatory.

    You can create as many contacts as required. If only one contact is recorded, it is set to Primary by default.

    Address

    Select the Address tab, then click Add.

    All fields are mandatory.

    You can create as many addresses as required. If only one address is recorded, it is set to Primary by default.

    Address Type is free text. Address types might include (but are not limited to) Business, Mailing, Home, Billing, Alternate. This field can also be left blank.

    PharmX 
  6. Save your changes.

    Once Contact and Address details have been saved, they can be edited .

    To remove a Contact or Address line, you must first clear the Primary flag.

  7. Save and Close.