Identifying Vendors
Vendors identify the source for inventoried products. By setting up vendors in your system, staff can create purchase orders, thereby allowing them to accept inventory into a warehouse.
To identify a vendor:
- Navigate to the Inventory App> Vendor.
- Click Add New Vendor.
- In the Add New Vendor form, begin typing the Vendor Name in the quick lookup field. If the vendor does not exist as an organization record, click the Add icon to create a new one.
- Click Save.
Associating Product with a Vendor
To be counted in inventory, a product must be associated with a vendor. This can be done from two areas: from the Vendor Record or from an existing Purchase Order.
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Navigate to the Vendor Record > Products tab > Inventory Products.
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Click Add Inventory Products. The Add Inventory Product form will appear.
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Click Save.
