Setting Vendor Units Preferences for Product
This feature allows the user to order products as one specific quantity from the vendor, but receive them in inventory as a different quantity.
- Navigate to "Products > Vendors" on the left menu tab.
- Select the "Vendor" from the list by clicking on the "Vendor Name".
- Click the "Products" sub-tab.
- Click the "Edit All" icon for the product to set the default vendor and inventory units.
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This brings up the form shown above to select the ordering preferences for the vendor for this product.
- Scroll down to the Vendor Product Information section.
- Select the "Order Units" from the drop-down to select a unit of measure in which the product will be ordered.
- This drop-down populates from "Settings > Picklist Settings > Edit Product PickList > Usage Unit"
- Enter the "Inventory Qty / Ordered Unit" in the text field.
- This number sets the conversion of units ordered from the vendor to units added to inventory when a purchase order is received in the warehouse (e.g. if the vendor purchase is a "pack" of four inventory units of this product, then enter 4 in this field. At "Receiving" when a purchase order is marked as received, 4 units of inventory will be added automatically).
- Enter the "Vendor Price" and the "Preferred Order Qty".
- If the vendor has multiple numbers (parts) for this product, click the "Add Vendor Product" button and fill in the fields as described above.
- These Vendor fields can also be imported along with Product Information (see Section Importing Products - "Preferred Vendor", "Preferred Vendor Part Number", "Preferred Vendor Price", "Preferred Vendor Order Qty" can also be imported. "Inventory Qty/Ordered Unit" is set to 1 by default for the Preferred Vendor Part Number during import). Once all the information has been entered, click the "Save" button.
Updated 29 days ago