Suppliers

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Overview

• Suppliers are vendors that provide merchants with the items they sell.

• Supplier vendor information can be entered into the program manually at the Suppliers screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) or via text file import.

• Company and contact information, as well as notes electronic records, for internal use only, that contain additional details about program events, actions or customer information that are stored with order, customer, inventory and supplier records. Notes can be entered manually by the user or automatically entered by the program, based on parameter settings in some cases. and purchase order preferences, are recorded here.

  When product information is manually entered into the program, the user is required to select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation a supplier for the product in order to save the new inventory record.

  When new product information is imported from a text file and supplier information is not provided, the program will assign Supplier ID 0 (Default Supplier) as the supplier of the product. It is strongly recommended to add or change the supplier information to the correct supplier rather than using this default record.

  Once the program has been configured and used in production (particularly if Purchase Orders have been generated), users are strongly cautioned against changing the company information associated with a particular Supplier ID. The program only uses the ID field to identify the affected supplier when generating purchase orders or calculating product costs and changing company information will result in inaccurate accounting and reporting.

  Products can be associated with more than one supplier, however, the information provided for the vendor selected as the Primary Supplier of the item will be used when standard purchase orders are created. The Primary Supplier's unit cost is the value that is displayed in the Supplier's Unit Cost field of the product inventory record as well.

   

• To access the Suppliers screen, go to:

Main Menu>Manage My Inventory>Manage My Suppliers

Main Menu>Manage My Inventory>View & Manage My Inventory>Suppliers>View Suppliers

Description of the Suppliers Screen

Phone Button

• The Telephone button is used to call the supplier by placing the cursor in any of the phone number fields and then clicking the button. This feature requires system parameter ShowPhoneButtons to be set to TRUE or the button will not be visible. There must also be a phone line connected to the workstation.

Add Button

• Select Add to open a blank supplier record. Complete the fields and select Save to create a new supplier record.

Edit Button

• Use Edit to change information in an existing supplier record.

Delete Button

• This removes the supplier record from the database. Use this button with caution as there is no way to reverse its action.  

Close Button

• This causes the program to exit the Suppliers screen.

Accordion Menu

• The Accordion on the left-hand side of the screen contains various supplier-related operations.

• At the top of the Accordion there are three tabs which change the content of the Accordion itself.

• Select a tab to produce a List of the inventory records in the Accordion or choose Search to enter criteria and search for supplier records. Choose Menu to return to the default view of the Accordion.

• Below the Menu, List and Search tabs, there is also list of other supplier-related tabs. As different tabs are selected, the data in the right-hand pane changes.

• Select the Supplier tab to see a list of relevant operations within the Accordion. The other tabs on the Suppliers Accordion do not have additional operations.

  Email Supplier

  QuickBooks Account

  View Website

   

• Use the navigation arrows in the lower left-hand corner of the screen to scroll between supplier records.

Additional Information

Created: 1/27/11

Revised: 9/23/14

Published: 04/13/16