Adding a Supplier(s) to Products.

Adding a Supplier(s) to Products.

A Supplier can be added to products, this feature can be used simply for informational purposes or more importantly is will make ordering of stock much easier. The systems allows up to 4 suppliers to be added to each product. Having more than 1 supplier can once again be used during the ordering process because it will allow you to have a number of selections available to you for each product. Ordering can be done by selecting a supplier an then ordering all required items available from that supplier which may save you in freight costs or allow you to choose another supplier if you are advised if something is out of stock.

For the purpose of this document I have created a new product in the system called Coke. One the product edit screen for this item I will select the tab in the top right hand corner called ordering.

See Below.

You can now see that we have a number of options available to us so that we can select an Order Point, an Order Qty and 4 choices of supplier.

The order point can be set so that the system can automatically when an item is in a “shortage” state. It will allow you to get accurate information on shortage reports, it will also allow you to automatically populate a purchase order based on the current stock is less than the order point.

The Order Qty field can be used in 2 ways, you can leave it as 1. If the value is set as 1 and you access the purchase order are of the system, the automated population feature will look at the Order Point field and the figure in the stock field and order the difference I.E if the Order Point Fields shows 60 and Current stock is 35 an automatically populated purchase order will attempt to order 25 cans of coke to bring the quantity level back upto 60. If you set the Order Qty to 60 regardless of the current stock the system will attempt to ALWAYS order 60 when a purchase order is automatically populated. For more information on the Purchase Order system see the Creating a Purchase order section of this document.

The 4 supplier sections are filled in, in exactly the same way. So this document will only cover 1 Supplier 1. As you have seen in previous sections of this document if a field has a drop down list you can select one of the options or you can select “New” Selecting New will display the following screen.

Any Suppliers already setup will be displayed on the right hand side of the screen, to edit an already entered supplier you will need to click on it and then change the details presented on the left.

Clicking New will allow you to create a new supplier record.

Once the details have been entered then click the Save button.

You will see a new entry on the right for the supplier you have just entered. Click Done to return to the Product Edit screen.

You may now use the drop down list to select the supplier.

Click the green tick box on the lower right hand corner to save the product record with your new updates supplier details.