Step 8: Vendors

Vendors are other companies from which products and raw materials are purchased.

Vendor information and the products offered by each vendor are maintained in the Purchase Order System.

Start the Purchase Order module by clicking on the   icon on the Navigation menu.

When this is done, the Purchase Order Manager screen (shown below) will be presented.



This screen is used to create and manage purchase orders placed with outside vendors. This screen is also used to maintain the vendor information and vendor available items information that is stored in the Tracker database.

For now, click on the Vendors tab to go to the vendor maintenance screen.

The Vendors tab (shown below) is used to maintain the set of vendors that your company does business with.



Use the buttons on this screen (New, Edit and Delete) to Add new vendors, change information for existing vendors or remove vendors no longer needed.

To add a new vendor

Click on the New button. When this is done, a new vendor record is added to the database and opened for editing using the Vendor Detail screen (shown below).



There are six tabs of information on this screen (shown at top: General, RemitTo, Products, Orders, Login and Comments) .

The General tab and the Remit To tabs are for vendor address and billing information.

The Products tab is used to define the products and quantities which the vendor has available.

The Orders tab shows all open orders with this vendor.

The Login screen can be used to provide the vendor with a login id and password for use with the automated vendor order confirmation component.

The comments screen can be used to enter any comments you would like to keep about this vendor.

Make changes as needed to the fields on these screens.

When you are done, click the save command to update the database or cancel to close the screen without saving your changes.



To change information for an existing vendor

From the Purchasing Manager/Vendors tab, click on the vendor row to change shown in the vendors grid.

Next, click the Edit button to open the Vendor Details screen for the selected vendor.


To remove a vendor

From the Purchasing Manager/Vendors tab, click on the vendor row to change shown in the vendors grid.

Next, click the Delete button. Once confirmed, the record will be marked for deletion and removed from view.







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