Moha: Created page with "Vendors are used for purchase orders, RMA returns, and as defaults for inventory items. The vendor module also tracks past Products Purchased and Purchase Orders ordered from the..."

2011-06-08T18:35:11Z

Created page with "Vendors are used for purchase orders, RMA returns, and as defaults for inventory items. The vendor module also tracks past Products Purchased and Purchase Orders ordered from the..."

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Vendors are used for purchase orders, RMA returns, and as defaults for inventory items. The vendor module also tracks past Products Purchased and Purchase Orders ordered from the vendor.
Setup a New Vendor

 1. Go to the Inventory module and select '''Vendors'''.

 2. Click '''New'''.

 3. '''Details and Settings''' tab - enter the vendor name, address and phone details.

 4. Enter vendor contacts on the '''Contacts''' tab:

* Click '''New'''.
* In the Contact Editor, enter the contact Name, Title, Email.
* Enter phone numbers
* Click '''OK'''.

 5. Add products supplied by vendor on the Products tab:

* Click '''New'''.
* Click [[File:Magnify.jpg]] next to the item name field.
* Select the item from your inventory list.
* In the Vendor Item window, enter lead time, item cost, and other information as needed.
* Click '''OK'''.
* The vendor will also now be listed on the vendor tab in the inventory item as well.

<h3>View Vendor History</h3>

 1. '''Products Purchased''' tab – reference all of the parts ordered from the vendor. Sort by item name, order number, date in and more.

[[File:ProductsPurchased.png]]

 2. '''Purchase Order''' tab – reference all of the purchase orders placed with this vendor.

 3. '''RMAs''' tab – reference all the returns to the vendor.

 4. '''Stored Documents''' tab – link documents to the vendor record or access linked documents.

 5. '''Activities''' tab – create and reference activities for the vendor.

Setup Vendor - Revision history

Moha: Created page with "Vendors are used for purchase orders, RMA returns, and as defaults for inventory items. The vendor module also tracks past Products Purchased and Purchase Orders ordered from the..."