Setting Up Vendors

This option allows you to set up a new vendor or edit information for an existing vendor. You only need to set up this functionality if you are using the Purchase Order Module or tracking vendor information on wildcard items. If you are not using these features, you can still enter information on this screen. See the Purchase Order articles for complete information and instructions on the PO module.

Use the following steps to access the Set Up Vendors screen:

1. On the Main Menu, select Lubrication Menu.
2. Select Inventory Menu (7).
3. Select Setup Menu (5).
4. Select Set Up Vendors (5) to receive the following screen.

5. If you are creating a new vendor, make sure you are in Add Mode. If you are changing information in an existing vendor record, press [F2] to change to Edit Mode.
6. Fill in following fields:

   Vendor ID

   Type an ID of up to 10 characters for the vendor you are updating or assign an ID to a vendor you are adding. (Required)

   Note:

   Because you will use vendor information in the PO Module, the vendor IDs you enter on the Set Up Vendors screen and the Set Up Inventory Items screen must match. Otherwise, the PO Module will not work properly.

   Name

   Type the name of the vendor. (Required)

   Address

   Type the street address of the vendor.

   ZIP/City/State

   Type the ZIP/postal code of the vendor. The system will automatically enter the city and state based on the ZIP/postal code you enter.

   Note:

   The system will allow you to leave the ZIP and City fields blank, but the State field must be filled in before you can continue filling in the fields that follow.

   Phone

   Type the area code and telephone number of the vendor.

   Contact

   Type the contact person’s name for the vendor.

   Comments

   Type any comments that apply to this vendor. (For example, No backorders accepted.)

   Days Until Next Order

   Type the number of days between when you need to order from this vendor. This number is strictly for your information and is not used elsewhere.

   Standard Shipping Days

   Type the number of days between the time you order and receive your shipment.

   Days to Retain PO Worksheets

   Type the number of days you want the system to keep the Purchase Order Worksheets that you will create. This number must be between 1-10 days. The system defaults to five days. The POWs are automatically deleted from the system after the number of days you specify in this field.

   Purchase Order Ship To Information

   Shows the name and address where the shipment is to be sent. Generally, it will be your shop’s name and address. The system automatically pulls this information from the last screen of the Center Control File (1-6-1-1). However, these fields can be edited as needed.

   7. Press [F4] to save your changes. If you want to add or edit additional vendors, repeat steps 5-6.

   Note:

   If you have many inventory items with the same vendor, you can change all the items with the same vendor all at once using the Global Inventory Changes option. You can find more information about this in the article Making Global Inventory Changes.