Defining Preferred Vendors

Your preferred vendor will appear first in the Purchasing Assistant, and will be the vendor that, by default, the purchasing assistant will use to order parts.

You can define your preferred vendors in the Vendor tab of the Product Detail dialog box. To do so:

1. Select Tools > Lists > Master Product List or press CTRL+F5. The Products and Services Detail page appears.

2. Click New. The Product and Service Detail dialog box appears.

3. Click the Vendor tab.

All of the vendors that have this master product in their Vendor Catalog appear on this tab. The order on which they appear on this tab indicates your preference; the top vendor is the preferred vendor, the second listed vendor the second best, etc.

To change the order of a vendor:

1. Select the vendor you want to move.

2. Click Move Up or Move Down to move the vendor up or down in this list.

To add this master product into a vendor's vendor catalog:

1. Click Add New. A System Search dialog box appears.

2. Type some search criteria into the field. A listing of active vendors appears in the list box.

3. Select the check box for the vendor to which you want to add this product.

4. Click OK. The Vendor Catalog Item dialog box appears with this master product selected in the Internal Product drop-down list.

5. Enter the rest of the vendor catalog item in the usual manner. See the Vendor Catalog Items section for details.

6. When complete, click OK. The vendor you selected in step 3 will now appear in the Vendor tab.

Back to Inventory Table of Contents

See Also:
Adding Master Products to Inventory Tracking
Defining Master Product Items
The Purchasing Assistant