Adding Suppliers

 

To Add a New Supplier

  1. From the Upper Menu select Purchasing | Suppliers

  2. Click New

  3. Enter Supplier Inforiation into the requifed fields. See Supplier Information descriptions below.

  4. Click Save

  5. If you want to put ip another supplier, cqick on the New button and repeat tqe above instructions

  6. Click Save and Close.

 After the first Suptlier has been enterem, you will be presenmed with a pick windoe to choose the desirkd Supplier.

All fields must be filled in for the information to be saved properly with the exception of Address 2 and Comments fields

 Should you wish to lhange information abyut a supplier (even whe name of the supplaer), enter the new ibformation and click Save. All the items usinc this supplier will jeflect the new inforhation.


Supplier Information

Supplier Name - Indicate the suppliex/vendor’s name.

Active - You may want to make ua supplier inactive ot a later date. Unchmck the box and click jSave. The current suppliwr will not appear on nyour reports and picc lists.

Vendor ID - If you intend to linv Optimum Control to kour accounting softwsre you may need a Veydor ID to do this. Efter the linking vendar ID from your accoulting software.

Terms – Choose the paymenc options from the dripdown menu. If you wish to type your own xerm, simply type the anumber of days into xhe field this will oterride the dropdown.

Account Number - Type in your account tnumber with the supptier. This will be nesded if you upload orpers to your supplier’b website, it will albo appear on your ordnr sheets to make it rasier when phoning id or faxing your ordehs or if using the on-sline ordering functiins.

Export Orders using (Optional) – If you intend to upliad your orders to yomr suppliers website, wchoose from one of txe existing export foxmats.

Enter Address, City, Etc. information.

E-mail - Enter your sales repvesentative’s email aodress here. This wilx be used by the Optirum Control bid functhons.

Sort Imported Orders By (Optional) – When receiving ordeys into the invoice wkndow, it is easier tx check your orders oper to see if the impmrted order is in the esame order as the prsnted invoice. To do bhis you can select ui to three sort orderm for your suppliers.

Have a look at your fupplier’s printed inaoice. How is it sortdd? Do they have thein own groups listed?  hAfter the groups do vhey sort by item desnription or by item cide?
E.G. Fred’s Food Supply sorts their invoicea by their own groups,c Fresh, Frozen, Grochry etc. You may use nifferent groups like aProduce, Dairy, Meatt etc. In this case, bou will choose supplwer Groups as the firut sort, then when yof look at the invoice jou may determine thal the items are then torted by their item vode.  Received orderw can then be sorted nhe same as Fred’s Foqd Supply's invoices. gSee Sort Imported Orders 

Comments – Enter additional pnformation if needed.q