Working with vendor items

After you add a vendor, you can associate the items you purchase from the vendor to the vendor. All vendor items must first be associated with a raw item.

Reference: For more information on associating a raw item with a vendor item, refer to "Using the raw items function to associate a raw item with a vendor item" below. Additionally, refer to "Bulk importing vendors and items" for information on using a .CSV file to upload vendor items in bulk.

Manually add a vendor item

Select Inventory > Vendors to view the available vendors in the 'Vendors' screen.
Select the vendor that sells or owns the item. The vendor details appear with the 'General information' tab as the active tab.
Select the Catalog tab.
Click Add vendor item. The 'Add item' sliding panel appears on the right side of the screen.
Type the vendor item code, up to 50 characters.
Type the name of the item, up to 250 characters.
Select the bulk packing type from the 'Container' drop-down list. The available options are Case (CS), Pail (PL), Bag (BG), Pound (LB), Gallon (GL), Half Gallon (HGL), Quart (QT), Liter (LT), Pint (PT), and Dozen (DZ).
Type the total quantity of packs in the vendor item container. This must be a numeric value from 1-999, up to two decimals.
Type the actual size of each unit in the package. This must be a numeric value from 1 to 999, up to two decimals.
Select the standard unit of measurement of the item. Select from Fluid Ounce (fl. Oz), Quart (qt.), Milliliter (ml), Gram (g), Ounce (oz.), EA (ea), Pint (pt), Gallon (gal), #5 Can (#5 Can), #10 Can (#10 Can), Liter (L), Milligram (mg), Kilogram (kg), Pound (Lb), and Dozen (DZ).
Type the unit price of the vendor item container. It must be a numeric value (up to two decimals).
Verify Catch weight item is not selected as it is currently not supported.
Select the raw item to associate with this vendor item from the ‘Raw item’ drop-down list. If the raw item you need does not appear in the list, you can select ‘Unassigned’ to allow you to save the vendor item. It appears as Unassigned in the vendor item grid. You must then access the Raw item function and associate the raw item to the vendor item using that function.

Tip: ‘GL account’ is populated based on the configuration of the raw item and is informational only.
Click Save & close to save the changes.

-OR-

Click Save & add another to add another item to the vendor.

Using the Raw Items function to associate a raw item with a vendor item

As an alternate method to working in the Vendors function, you can use the Raw Items function to associate a raw item with a vendor item. The vendor item must already exist.

Select Inventory > Raw Items. The 'Raw items' screen appears.
Select a raw item from the list.
Click the three dots menu under Actions and select Edit from the menu that appears. The 'General information' screen appears.
Scroll down the screen to the ‘Assign vendor items to raw item’ group bar.
Select ‘Unassigned to raw item’ from the Assignment drop-down list. The vendor items that are not assigned to a raw item are listed.
Select the vendor item to assign to the selected raw item. The selected 'vendor item' appears in the 'Current selection' pane.
(Optional) To cancel the vendor item association with the raw item, click Clear selection.
Click Save to confirm the changes and exit the screen.

Editing a vendor item

Select Inventory > Vendors. The available vendors appear.
Select the vendor that sells the item. The vendor details appear with the 'General information' tab as the active tab.
Select the Catalog tab. The list of items associated with the vendor appear on the screen.
Select an item from the list.
Click the three dots menu under Actions and select Edit from the menu that appears. A screen appears on the right side of the screen.
Click Save & close to save the changes and close the vendor item edit window, or click Save & add another to save the edits and add another vendor item.

Deactivating a vendor item

Select Inventory > Vendors. The available vendors appear.
Select the vendor that sells the vendor item. The 'Vendor details' screen appears with the 'General information' tab as the active tab.
Select the Catalog tab to view a list of the vendor items.
Select a vendor item.
Click the three dots menu under Actions and select Deactivate from the menu that appears. A confirmation message appears.
Click OK to confirm.