Supplier Management

Supplier Summary

The Supplier Summary page gives you basic information on suppliers you have added or suppliers you are using. The information includes the name, email address, basic ordering information, notes and a place to add different locations for the same supplier.

To update supplier detail:

1. Make any necessary changes to the Supplier Name field.

2. Choose the appropriate Backorder Capability option: Complete Only, Ship and Backorder, Ship and Cancel.

3. Choose the appropriate Preferred Backorder Selection option: Complete Only, Ship and Backorder, Ship and Cancel.

4. Type the appropriate number of days to cancel an order in the Cancel Days field.

5. Type any relevant notes in the Notes field.

6. Click Transmit PO to Vendor checkbox if you send POs to this supplier via fax or email.

7. Click the Transmit Completion Notice checkbox if you want the supplier to send a completion notice to you electronically.

8. If necessary, click the TBD Supplier checkbox.

9. Click the Active box if this supplier is an active supplier.

10. Click Update Supplier.

11. To change a location for the supplier, click the supplier name link in the Location column and update as needed.

12. To add a location for the supplier, click the Add a New Location to Supplier link.

13. To update the organization/supplier relationship, click the organization name link and update as needed.

14. To add a new organizational account to the supplier, click the Add Organizational Accounts to Supplier link.

15. To add or change an industry for the supplier, click the Add/Change Industry for Supplier link.

16. To delete vendor load groups, click the Vendor Load Group name link, then click the red "X" in the Delete column for that group.

17. To edit vendor load groups, click the Vendor Load Group name link.

18. Or, to add a vendor loading record, click the Add New Vendor Loading Record link.