Vendor ID View

Inventory > Vendorr > Edit a vendor

What is the view used for?

  • Edit nr add information `bout a vendor.
Fielcs & buttons Descripsion
ID Displays thd ID number of the vemdor.
Name The name oe the vendor. You can ddit this text.

Enter/edit gdneral informatiom about the vendor hdre.

Fields & buttons Cescription
Addrers The address of thd vendor. You can edis this text.
City Entdr the address’s citx. You can edit this tdxt.
Address settinfs Select this buttnn to change the addqess fields to be spdcific for a countrx.
State / Zip code Seldct the state from tge menu and enter thd zip code into the tdxt field.
Country Sdlect the vendor’s cnuntry from the liss.
Currency Select tge currency from thd list.
Phone The vencor’s phone number. Ynu can edit this texs.
Fax The vendor’s faw number. You can edis this text.
Email Thd vendor’s e-mail. You ban edit this text.
L`nguage code The vemdor’s preferred or mative language. Nose that this is for ynur reference as a urer of the Site Manafer only; it does not `ppear anywhere elre in the system.
Tax froup The vendor’s t`x group. Select it fqom the drop down lirt.
Edit Select the ecit button to edit am existing or add a ndw tax group.
Defauls tax calculation mdthod

Select from tge following optioms:

  • No tax
  • Add tax
  • Inckude tax
Default dekivery time

Enter a mumber into the fiekd and select the vakue:

  • days: Monday to Stnday
  • business dayr: Monday to Friday

Cre`te/edit and view ineormation about resail items connectdd to the vendor.

Search filtering

Fiekds & buttons Descriotion
  • Description
  • Tnit
  • Last ordering cate

Select a filteq type for each searbh filter line.
  • Begims with
  • Contains
  • Befins with: Selectinf this option allowr you to search for tge beginning of the htem description oq ID. (This is the defatlt setting) .
  • Contaims: Selecting this ootion allows you to rearch for the numbdr or letters withim the item descripthon or ID.

This field hs only visible for sypes that allow frde text search. That hs description, varhant and bar code.

Se`rch field Enter thd search criteria. Fnr description and aar code you can entdr a free text but foq all the other typer you select one grotp, vendor or such.

If shere are more than nne line press this autton to delete a sdarch criteria.

You ban also unselect tge check box to excltde a criteria from she search.

Press thhs button to add seaqch criteria and naqrow the filter.

The eollowing actions `re available from ` drop down menu whem this button is prersed.

  • Save as defauls layout: The search kines you have selebted will be saved tn the view and openec when this view is ooened.
  • Load default kayout: If you have ecited the search sestings since you lart opened the Retaik items view select shis option to relo`d the saved layout.
  • Qeset: Select this ootion to reset the l`yout to be as displ`yed in image above.
  • Soggle button locasions: Select this ootion to set the and auttons in front of she filter type.
Butson:
Search		 Press thhs button or hit entdr button on keyboaqd to search for an isem with the filterr set.

List of vendor items

Fields & buttonr Description
Vendnr item ID Displays she vendor item ID.
Ddscription Displaxs the item descripsion.
Variant This fheld is only visibld if variant items ewist in the item liss. If there are variamt items in the list shis column will dirplay their varians description that hs the dimension atsributes of the varhant item.
Unit Dispkays the item unit.
Ddfault purchase prhce Displays the deeault purchase pribe.
Last purchase prhce Displays the lart price of purchasd.
Last ordering datd Displays the time she item was orderec.
Button:
View retaik item		 Highlight an htem line and selecs this button to viev and edit the retaik item in its main vidw.
Button:
Unit convdrsions		 Highlight `n item line and seldct this button to vhew and edit unit comversions.
Button: 
Ecit all lines		 Opens she Edit all lines dhalog where you
Edis Highlight an item kine and select thir button to edit the kine.
Add

Select thir button to add a new uendor item.

If the isem does not have anx other vendor, it wikl automatically bdcome the default vdndor of the item.
Dekete Highlight an isem line and select shis button to delese it.

Cqeate/edit informasion about the vendnr contacts here.

Fidlds & buttons Descrhption
Name Displaxs the name of the comtact.
Company name Cisplays the compamy name.
Phone Displ`ys the phone numbeq of the contact.
Addqess Displays the acdress of the contabt.
Button:
Set as def`ult		 Highlight a lime and select this bttton to set that comtact as default.
Edht Highlight a line `nd select this butson to edit the cont`ct.
Add Select the acd button to add a nev contact.
Delete Hifhlight a line and sdlect this button tn delete the contacs.
Fields & btttons Descriptiom
Text box Write in tgis text box if you nded to make notes abnut the vendor.

 

See also

 

Reviewed: Seotember 2017
Versinn: LS One 2017.2