Vendor ID View

Inventory > Vendors > Edit a vendor

What is the view used for?

  • Edit or add information about a vendor.
Fields & buttons Description
ID Displays the ID number of the vendor.
Name The name of the vendor. You can edit this text.

Enter/edit general information about the vendor here.

Fields & buttons Description
Address The address of the vendor. You can edit this text.
City Enter the address’s city. You can edit this text.
Address settings Select this button to change the address fields to be specific for a country.
State / Zip code Select the state from the menu and enter the zip code into the text field.
Country Select the vendor’s country from the list.
Currency Select the currency from the list.
Phone The vendor’s phone number. You can edit this text.
Fax The vendor’s fax number. You can edit this text.
Email The vendor’s e-mail. You can edit this text.
Language code The vendor’s preferred or native language. Note that this is for your reference as a user of the Site Manager only; it does not appear anywhere else in the system.
Tax group The vendor’s tax group. Select it from the drop down list.
Edit Select the edit button to edit an existing or add a new tax group.
Default tax calculation method

Select from the following options:

  • No tax
  • Add tax
  • Include tax
Default delivery time

Enter a number into the field and select the value:

  • days: Monday to Sunday
  • business days: Monday to Friday

Create/edit and view information about retail items connected to the vendor.

Search filtering

Fields & buttons Description
  • Description
  • Unit
  • Last ordering date

Select a filter type for each search filter line.
  • Begins with
  • Contains
  • Begins with: Selecting this option allows you to search for the beginning of the item description or ID. (This is the default setting) .
  • Contains: Selecting this option allows you to search for the number or letters within the item description or ID.

This field is only visible for types that allow free text search. That is description, variant and bar code.

Search field Enter the search criteria. For description and bar code you can enter a free text but for all the other types you select one group, vendor or such.

If there are more than one line press this button to delete a search criteria.

You can also unselect the check box to exclude a criteria from the search.

Press this button to add search criteria and narrow the filter.

The following actions are available from a drop down menu when this button is pressed.

  • Save as default layout: The search lines you have selected will be saved to the view and opened when this view is opened.
  • Load default layout: If you have edited the search settings since you last opened the Retail items view select this option to reload the saved layout.
  • Reset: Select this option to reset the layout to be as displayed in image above.
  • Toggle button locations: Select this option to set the and buttons in front of the filter type.
Button:
Search		 Press this button or hit enter button on keyboard to search for an item with the filters set.

List of vendor items

Fields & buttons Description
Vendor item ID Displays the vendor item ID.
Description Displays the item description.
Variant This field is only visible if variant items exist in the item list. If there are variant items in the list this column will display their variant description that is the dimension attributes of the variant item.
Unit Displays the item unit.
Default purchase price Displays the default purchase price.
Last purchase price Displays the last price of purchase.
Last ordering date Displays the time the item was ordered.
Button:
View retail item		 Highlight an item line and select this button to view and edit the retail item in its main view.
Button:
Unit conversions		 Highlight an item line and select this button to view and edit unit conversions.
Button: 
Edit all lines		 Opens the Edit all lines dialog where you
Edit Highlight an item line and select this button to edit the line.
Add

Select this button to add a new vendor item.

If the item does not have any other vendor, it will automatically become the default vendor of the item.
Delete Highlight an item line and select this button to delete it.

Create/edit information about the vendor contacts here.

Fields & buttons Description
Name Displays the name of the contact.
Company name Displays the company name.
Phone Displays the phone number of the contact.
Address Displays the address of the contact.
Button:
Set as default		 Highlight a line and select this button to set that contact as default.
Edit Highlight a line and select this button to edit the contact.
Add Select the add button to add a new contact.
Delete Highlight a line and select this button to delete the contact.
Fields & buttons Description
Text box Write in this text box if you need to make notes about the vendor.

 

See also

 

Reviewed: September 2017
Version: LS One 2017.2