Vendor Relationship: Account/Location

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What Is Vendor Relationship: Account/location?

Vendor Relationship allows you to create priorities for your product lines by vendor and keep track of important dates of delivery, cancellations, and cut off days for each Product Line by vendor. You will be presented with two tabs: Vendor Account and Vendor Location to keep track of vendors by both a specific account or location. This allows your company to keep track of things on both a large-scale account level and a smaller-scale location level to make sure that delivery dates, cancellation times, and cut off days are all accounted for and kept in the system.

Navigate To Vendor Relationship: Account/Location

1. Click on ERP on the main navigation menu and hover on Vendor.

2. A new screen appears which shows the list of all of the core vendor tables. Locate the one which says Vendor Relationship and hover over it to see a pop out menu that shows Account/Location and click on it.

   

3. This will open up a screen with two tabs: Vendor Account and Vendor Location.

   

Vendor Account Tab

Setting Vendor Priority

1. Click the dropdown arrow on the Account dropdown to select an account from your list.

   

2. When you choose from the list, a table will generate showing all vendors associated with that account and their product lines.

3. Click the Set Priority button on the right side of the screen.

   

4. The system will open a popup screen. Select the Product Line from the dropdown. Once you choose the Product Line, you will see the vendor priority list.

   

Here, you can set the priorities for each product line vendor. Use the arrows in the Move-Up / Move-Down columns to shift a vendor's priority. Use Move-Top / Move-Bottom to jump to first or last position. Click Save to apply changes or Cancel to close.

Quick Add/Edit Vendor Delivery Schedule

1. Click the Quick Add/Edit button to add or edit product vendors for the selected account.

   

2. The Quick Add/Edit window opens. Select the vendor you want to add or edit from the Select Vendor to Add / Edit dropdown, then click the Add button.

   

3. A new row will be added to the table for that vendor.

   

4. Within the table, you can fill in the following fields:

   1. Product Line: Click within the box to see a list of Product Lines.
   2. Acct#: Please fill in the account number here.
   3. Email: Click inside the entry box for email to see a textbox. Here you can add an email if you like.
   4. Delivery Day(s): Select a day from the list.
   5. Delivery Time: Select the time of the delivery.
   6. PO Cut Off Day / Time: Select the Day and time which the Purchase Order will be cut off by on the PO Cut Off Day.
   7. Cancellation Cut Off Day: Select the last day for a cancellation.
   8. Cancellation Cut Off Time: Select the time on the last day for a cancellation.
   9. Hit the Add button in this row to add another set of Delivery Days, PO Cut Offs, and Cancellation Cut Offs for the same Product Line.
   10. Hit the delete icon to delete.

5. Click the Save button to save all records. Click Reset to clear newly added rows. Click Cancel to cancel the operation.

Vendor Location Tab

1. For the account, you can set priorities by Location as well to do this click on the Vendor Location tab at the top of your screen.

2. Select the respective location from the Location dropdown. A list of all associated vendors will appear.

   

3. Click the Set Priority button. The system will open a popup screen.

4. Select the Product Line from the dropdown.

5. Once selected, the vendor priority list will display.

Here, you can set the priorities for each product line vendor. Use the arrows under the Move-Up, Move-Down, Move-Top, and Move-Bottom columns to adjust vendor order. Click Save to apply changes or Cancel to close.

5. Click the Save button.