Supplier Records

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Records>Supplier
Suppliers are anyone who provides products and items to the company.

While Suppliers need to be associated with a product in order to populate the Inventory section of a New purchase, any products may be purchased from suppliers. It is suggested, however, that for reporting purposes, suppliers should be added to a Product record.

The purchase entry notes will be added to each created purchase in the system for the selected supplier. These notes will be displayed during the purchase entry and delivery.

How To Create A Supplier Record

  1. Go to Records>Supplier.
  2. Click New on the top bar.
  3. Specify the record number by either selecting the provided number or creating your own.
  4. Add information - Name, License #, Tax ID, Hours, Ship From address, Mail to address, and purchase entry notes.
  5. Click Save on the top bar when finished.

How-To Add a Supplier to a Product Record

  1. After the creation of a supplier record, go to Record>Product>Records Suppliers panel.
  2. Use the drop down arrow to select the supplier.
  3. Select the pack size. Note: Each pack size may have a different supplier.
  4. When finished making changes, click the command button Add Supplier for Pack.

How-To Add a Supplier To a Product Part

  1. After the creation of a supplier record, go to Record>Product>Parts Suppliers panel.
  2. Use the drop down arrow to select the supplier.
  3. Select the pack size. Note: Each pack size may have a different supplier.
  4. When finished making changes, click the command button Add Supplier for Pack.

Additional Record Information

Batch Info Panel

This panel displays the current inventory the company has obtained from the selected supplier. This panel also lists the location of the products and the attached Audit trail for that item. Information listed includes:

  • Item number
  • Alias (other number)
  • Item name
  • How many are on hand
  • How many have been picked
  • How many have been allocated
  • How many are available
  • How many are committed
  • How many in receiving
  • Pack name
  • Location
  • Active
  • Brand
  • Category
  • Manufacturer
  • Package

Beverage Panel

This panel tracks information about the Supplier of beverage product for reporting and tax purposes, and is available with the addition of the Beer/Wine Plugin. Use the radio buttons to select the location, type, and excise tax of the supplier:

  • Location - Select the location to determine certain taxes.
  • Type - Select the supplier type.
  • Excise Tax - Select the appropriate option for how excise taxes are paid.

Billback Customers Panel

This panel is used to specify the customer to be used when billing-back samples and rebates to the supplier.

  • Rebate Bill Back Customers - Select the default customer to be used when generating rebate billbacks to the supplier.
  • Samples Bill Back Customers - Select the default customer to be used when generating samples billbacks to the supplier.
    • Warehouse-specific billback customers may be entered for both rebates and samples.

Contacts Panel

This panel allows the control of the contact information.

Add New Contact:

  1. Select Add New Contact
  2. Insert Contact Information
  3. Check "Auto email" checkbox to send an email automatically once a PO from that supplier has been received

Additionally, to re-arrange the order of the contacts, select Move selected contact up or move selected contact down.

Map Panel

This panel uses Microsoft MapPoint® to pinpoint the exact location.

Notes Panel

This panel allows for any additional notes.

Products Panel

This panel lists all the products in the associated selected record.

Rebates Panel

This panel allows supplier rebates to be set up in the system. Supplier rebates are often given based on the net selling price of an item in relation to the supplier's suggested price-to-retail. In most cases, the distributor is reimbursed up to the max allowance based on a percentage of the difference between the supplier's suggested price-to-retail and the net selling price of an item. This panel supports tiers where the max allowance and percentage used to determine the rebate may vary. For additional information on rebates, see Supplier Rebates.

Sales Panel

The sales panel is a chart listing the summary of retail sales for the supplier. For additional information, see Sales Analyzer.

Terms / AP Panel

This panel is used to record the payment terms and general ledger information for the selected supplier. Typically these terms are only used for reports; however, with an export to an attached Accounting system, this information can supply an approximate "Due date" for payments. The General Ledger and accounts payable section of the panel is used to add a vendor ID, a GL Supplier Group, and trading partner information for the selected supplier.

Terms & AP.gif

Web Panel

This panel allows the Supplier's website to be linked here.

Reports Panel

This panel shows any reports related to the Supplier Records. The selected report can be changed under the Report segment at the bottom and by the time period. The reports shown here can be sent to both the printer and excel. For more information, see Reports Panel.