Version 7.1
Version 7.1
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The Change Suppliers screen is used to add or alter existing supplier record(s) associated with inventory items. When making any mass changes, it is advisable to backup the store data file first.
This screen can be used to designate the Primary Supplier for a group of products at once. To be the Primary Supplier of a product simply means the program uses that supplier record when automatically creating purchase orders to replenish inventory levels. It is possible to override that assumption and manually instruct the program to generate purchase orders for another secondary supplier if necessary.
Set the Suppliers SKU field to the same value in the Local SKU field for a group of inventory records (products), simultaneously.
The Unit Cost of products can also be changed manually at this screen.
Use the controls on the left-hand side of the screen to select product records to change. Add the products to the right-hand pane of the screen and make any changes necessary there. Click the Make Changes button to put the changes into effect.
Go to Main Menu>Settings>Inventory Functions>Change Suppliers
Change Supplier screen: Add a supplier to inventory records
Change Suppliers screen: Change products from one supplier to another supplier
select this entry from the drop-down list and enter a string of characters that the SKU starts with in the adjacent text field
click the Build List button to add the matching inventory records to the right-hand pane
select this entry from the drop-down list, enter a string of characters that the SKU(s) ends with in the adjacent text field
click the Build List button to add the matching inventory records to the right-hand pane
click this button to move the matching records to the list in the right-hand pane, where changes can be made
before the records are added to the right-hand pane, the user must choose the Add Supplier or Change Supplier operation and select suppliers from the appropriate Add or From/To drop-down lists.
Another method is to add product records to this list box by using the Search button, the Show All button or the SKU Starts With letter and number buttons. Then select a record and click the Add to List button to move the product SKU to the right-hand pane.
While this pane may display more than one SKU at a time, it is not possible to move more than a single SKU to the right-hand pane at one time.
click this button to open the Find a Product (Search Inventory) screen and add a product record to this list
when a SKU, or product record, has been selected in the left-hand pane, click this button to move it to the right-hand pane where changes can be made
use the Show All button, or the letter and number buttons to produce a list of product SKUs in this section of the screen
while this can result in more than one SKU being listed in the left-hand pane, only a single SKU can be Added to the List in the right-hand pane at a given time
click this radio button to associate an additional supplier record with the selected group of SKUs (product inventory records)
click this radio button to change a supplier already associated with selected SKU or SKUs (product inventory records) to that of a different supplier
check this box to assign the supplier selected in the To: drop-down list as the Primary Supplier of the SKUs in the right-hand pane
clear this box if the changes that are being made should not affect the Primary Supplier designation of the SKUs in the right-hand pane
choose a supplier to associate with the SKUs in the right-hand pane
this field is only visible when the Add Supplier radio button is selected
choose a supplier already associated the products that will no longer be a supplier of the product
this field is only visible when the Change Supplier radio button is selected
choose a supplier record from the drop-down list that will replace the supplier record selected in the From: drop-down list
be aware that if an inventory record is not already associated with the supplier in the From: drop-down list, it will simply add the To: supplier record to its list of suppliers
this field is only visible when the Change Supplier radio button is selected
This section of the screen contains the list of SKUs (inventory records) that are candidates for change.
click this button to remove all SKUs from the list in the right-hand pane and start over
select a SKU from the list and click this button to remove it from the list
when the data in the right-hand pane is correct, click this button to perform the changes
the program prompts for confirmation before making the changes
this column displays the value currently in the Local SKU field of the inventory record
the data in this column cannot be edited
this column initially displays the current value in the Supplier's SKU field of the inventory record, if any
the data in this column can be manually edited or the value can be changed by using the controls in the For use as Supplier's SKU section of the screen
this column initially displays the value currently in the Unit Cost field of the inventory record
the data in this field can be manually edited
select a supplier record in the From: drop-down list and click this button to have all SKUs (inventory records) associated with that supplier added to the right-hand pane
this section of the screen allows the user to make mass changes to the Supplier's SKU field for some or all of the records listed in the right-hand pane
if this data is to be changed, do so before clicking Make Changes
use a combination of the following buttons to make your changes:
select this button to enter the value of the Local SKU field in the Supplier's SKU field
select this button to enter the value of the Local SKU field in the Supplier's SKU field
select this button to change the value of the Supplier's SKU field to the corresponding Local SKU value for every inventory record in the list when Update List is clicked
select this button to limit the scope of the action of the Use supplier's own SKU or Use your Local SKU radio buttons to a single item when Update List is clicked
to select a single a item, click its row in the right-hand pane
Select Begin with or End with from the drop-down list.
Enter a string of characters in the adjacent text field.
If adding a new supplier record to the product, select the Add Supplier] radio button, and skip to step 5. Otherwise proceed with the next instruction.
The Change Supplier radio button is selected by default when this screen is opened.
Choose the supplier record to be replaced in the From: drop-down list.
Choose the supplier record that will replace the current supplier record in the To: drop-down list.
Click the Build List button.
A list of records (SKUs) matching the criteria in the text field appear in the right-hand pane.
Continue adding records to the list or make the desired changes to the records in the right-hand pane.
Click the Search button to open the Search Inventory screen. Refer to its Knowledge Base topic for information about using that screen.
When a SKU (inventory record) is selected at that screen, it appears in the SKUs to Modify list box.
Click on the SKU in the Select SKUs to Modify list.
Click the Add to List button and that record appears in the right-hand pane.
Continue adding other records or proceed with making the desired changes to the records in the right-hand pane.
Click on the button of a number or letter to see a list of records that start with that character in the Select SKUs to Modify pane.
Click on the row the SKU to be changed.
Click the Add to list button to have this record appear in the right-hand pane.
Continue adding other records or proceed with making the desired changes to the records in the right-hand pane.
Click the Change Supplier radio button.
Select a supplier in the From: drop-down list.
Click the Add Supplier's SKUs button.
All of the inventory records that are associated with the selected supplier appear in the right-hand pane.
Continue adding other records or proceed with making the desired changes in the right-hand pane.
Build a list of records to be changed by using one of the methods described elsewhere in this topic.
Click the Change Supplier radio button. (selected by default when this screen is opened)
Choose the supplier record to be replaced in the From: drop-down list.
Choose the supplier record to replace the current supplier record in the To: drop-down list
If the new supplier record should be designated as the Primary Supplier for the selected products, leave the check box marked. Otherwise, clear the box.
Optional: Select whether to use the suppliers own SKU as the Supplier's SKU in the inventory record or to use the value of the Local SKU field as the Supplier's SKU. Choose to make that change for a single record or all records in the right-hand pane.
Optional: Edit the Unit Cost values of the records in the right-hand pane.
Click the Make Changes button.
The program prompts for confirmation.
Click OK to proceed with the change or Cancel to abort the changes.
The program may prompt the user again if it detects other issues:
Click OK to proceed with the change or Cancel to abort the changes and correct the other issues.
Finally, the program prompts the user to acknowledge the completion of the changes.
Click OK to end the dialog.
Backup the store data file.
Build a list of records to change by using one of the methods described earlier in this topic.
Click the Add Supplier radio button.
Choose the supplier record to associated with the product in the Add: drop-down list.
If the new supplier record should be designated as the Primary Supplier for the selected products, leave the check box marked. Otherwise, clear the box.
Optional: Select whether to use the suppliers own SKU as the Supplier's SKU in the inventory record or to use the value of the LocalSKU field as the Supplier's SKU. Choose to make that change for a single record or all records in the right-hand pane.
Optional: Edit the Unit Cost values of the records in the right-hand pane.
Click the Make Changes button.
Created: 7/12/11
Revised: 6/11/12
Published: 04/14/16