Vendor Catalog Items

You can add or edit a vendor catalog item from the following areas:

Click the vendor's name in the Purchasing Assistant dialog box.
The Parts Catalog tab of the Vendor record.

Regardless of how you access it, the Vendor Catalog Item dialog box appears.

To define or edit the item for this vendor's catalog, follow the steps below:

Type search criteria into the Internal Product drop-down list. A list of Master Products matching your search criteria appears. Select the master product to which this part will be linked.
- To create a new master product/inventory item, select <Add New> from the drop-down list. The Product Detail dialog box appears, where you can define the Master Product. See the Adding Master Products with Inventory section for more.
- To create a vendor catalog item that is not linked to a Master Product, select <None> from the drop-down list.

Note!

Note:
Selecting <None> means that the vendor items will NOT be part of inventory tracking (e.g., you will not be able to assign this part to jobs). This is designed for ordering items that are not for resale, such as in-house items as paper products, printers, etc.

Type the vendor's part number in the Vendor Part Number field.
Type the vendor's description of the part in the Vendor Description field.
Type the amount the vendor charges you for the part from the Cost spin box.
By default, the Sales Tax check box and percentage will be pulled from the vendor's Detail tab. You can overwrite this information for this specific part here. However, note that if the Sales Tax check box is NOT selected on the vendor's Detail tab, no tax will be charged for this item no matter what you enter here.
Enter the time, in days, between when you order a part and when the vendor can deliver it to you in the Lead Time spin box.
The Available check box is selected by default. To make this item unavailable, deselect the check box.
Click the Manufacturer tab.

Select the part's manufacturer from the Manufacturer drop-down list. If the manufacturer doesn't appear in the drop-down list, you can type the name into the field.
Type the part's model number in the Model Number field.
If the part is offered with a warranty, select the Warranty check box, enter the length of the warranty from the Length spin box, select the length's units from the Length drop-down list, and select when the warranty starts from the Starting drop-down list.
Click the Notes tab.
Enter a note for the item in the Notes text box.
Click the Units tab.

Enter the number of items that will be included with each order in the ...insert X units into the Inventory spin box. For example, if you type 5 into this field, ordering 3 parts will actually insert 15 parts into the Stock Location.
Click OK. The catalog item is saved.

Note!

Note:
The Inventory tab is a read-only page that displays how many items are currently available and where they are located.

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