eSuite – Managing Vendors

Information

The Vendor table contains the vendor or supplier information required to facilitate the procurement of products and manage the cost of goods associated with those purchases. Vendor information is required to input the costing record in the Cost table. 

You can link several vendors to a single item, with each vendor cost record supporting its item cost, format, and vendor code identifier. In this instance of multiple vendor options, you only need to flag and maintain the cost record of your primary vendor at that time. The vendor number and name appear when the vendor is selected in the item's Cost table.

Note: The Vendor table is security-referenced, meaning that different user security levels allow different access. By default, clerks can only view the vendor list, managers can add new vendors, and owners and programmers have full access.

Display the Vendor table

The vendor table is available from the launcher panel in the following eSuite modules: Care, Manage, Buy, Sell, and Batch.

To display the Vendor table:

1. Click the down arrow in the Dimension entry to expand its menu.
   
2. Select Vendor to open the vendors start window.
3. Select All.
   
4. Select a vendor from the list and click Edit in the bottom menu to open the vendor edit window.
5. Modify the entry as needed and click the check mark at the top or press Enter to save.

Create a vendor record.

1. Navigate to the Vendor list as shown above.
2. Click the “+” Add button to open a blank vendor edit window.
3. Enter the minimum requirements: Vendor ID and name.
   Note: The vendor ID doesn’t have to be numeric and contain special characters, numbers, spaces, and symbols except for @ / \ & < > ’ ” since using these characters will case an error to appear.
4. Enter any additional information as needed.
5. Click the check mark or press enter to save the record.
6. Returnt o the vendor list and click refresh at the bottom to confirm creation of the new record.

Search for an existing vendor

There are two methods of searching for a vendor: from the vendor wizard or the vendor grid.

To search for a vendor with the vendor wizard:

1. From the Vendors start window, select List.
2. Enter the search criteria in the Vendor wizard.
3. If necessary, add search fields with the More criteria button.
4. Click Execute or press Enter on your keyboard to launch the search.

To search for a vendor in the Vendor grid:

1. Click Search in results in the toolbar or press CTRL+F on your keyboard to display the search tools.
2. Click in the Column field and select the search criterion from the menu.
3. Enter the keyword in the Search for field.
4. Click on First or press Enter on your keyboard to launch the search.
5. Use First and Next to scroll through the results.

Modify the vendor’s information

To modify the vendor’s information

1. Open the Vendor table for the record that you want to edit.
2. Modify as required.
3. Click Save in the toolbar or press enter to save the changes.