Setting up store suppliers

Setting up suppliers is not required, but it is recommended that you set up suppliers before you start adding items. If you add supplier information to items immediately it is much easier to manage store inventory.

This topic describes how to manually set up suppliers in Store Manager. You can also use the Supplier Wizard to set up suppliers.

1.

Click Inventory/Purchasing.

2.

Click Suppliers.

3.

To add a new supplier, click New.

4.

Enter relevant information about the supplier. SHOW MORE INFO

For example:

• Code

• Name

• Address and contact information

• Purchasing information

Tab	Field	Description
General	Code	A unique code, e.g., a number or abbreviation, that identifies the supplier.
	Name	The name of the supplier.
	Term	The supplier's payment terms, e.g., 30 days.
	Address	The supplier's street address.
	City	The city in which the supplier is located.
	State	The state in which the supplier is located.
	Zip	The zip (postal code) for the supplier.
	Country	The country in which the supplier is located.
	Account Number	Your store's account number with the supplier.
	Tax Number	If required in your locale, enter the supplier's tax number.
	Accepted Currency	Select the supplier's currency. Select Default Currency to use the currency selected in the computer's Windows operating system.
	Contact Name	The name of the person who is your primary contact at the supplier.
	Telephone	The supplier's main telephone number.
	Fax Number	The supplier's fax number.
	E-mail Address	The supplier's main e-mail address.
	Web Page	The supplier's web site.
Additional	Custom Text	Any custom text that you want to enter.
	Custom Number	Any custom reference number that you want to enter.
	Custom Date	Any custom reference date that you want to enter.
Notes		Any notes that you want to enter about the supplier.
Purchase	Min. Order Amt.	The minimum order amount the supplier requires.
	Tax Exempt	Select this option if orders from this supplier are tax exempt.
	Inactive	Select this option if you want to deactivate the supplier. Deactivating a supplier instead of deleting them is recommended because it maintains relationships in the store database. If you delete a supplier it can break relationships in the database and have unexpected consequences for data look up, reporting, and more.

5.

To quickly apply discounts to items ordered from the supplier, click Discounts and enter the following: SHOW MORE INFO

• Type

• Code

• Starting Date

• Ending Date

• Discount

• UOM

• Min. Qty

Field	Description
Type	Select the type of discount: Department, Category, or Item.
Code	Click the Browse icon to look up the specific Department, Category, or Item.
Description	The Description is automatically populated with the Description of the Department, Category, or Item.
Starting Date	The date the discount starts.
Ending Date	The date the discount ends.
Discount	The percent reduction in price to offer on items from this supplier.
UOM	Select the unit of measure to use in a purchase order for the item. Note: Define the unit of measure using File | Configuration | Unit of measure.
Min. Qty	The minimum quantity of the item to include in the purchase order to qualify for the discount.

6.

To quickly view the items your store has ordered from the supplier, click Items.

Note: You can add items by clicking Add, but this is not the recommended method for setting up items. Use the Item Setup Wizard instead.

7.

To copy an existing supplier, select it and click Copy. You must enter a new Description, but all other values are copied.

8.

To edit an existing supplier, select it and click Edit.

9.

Click Save And Close.