Adding a Vendor

Print Friendly, PDF & Email

Adding a Vendor

 

Overview

The purpose of this article is to explain how to add a vendor in StockTrac® Enterprise.

 

Procedure

From the StockTrac® main menu, go into the Vendor Tracking module.

1

Click on the Vendors tab, as shown below:

2

Next click New to add a new vendor.

3

The following screen will display:

4

On this screen the vendor’s information is entered. Two fields are required:

  • Vendor ID – A unique code used to identify the vendor.
  • Company Name – the name of the company.

Enter any other information desired, and then click on the Ordering/Categories tab.

5

This screen is used to define what type of vendor they are. By clicking the Add button on the left side of the screen, a list of vendor types will display.

6

If an integration exists that will be used with this vendor, click on that; otherwise, click Outside Vendor and then click OK.

7

Of Outside Vendor was chosen, a list of available fields will display. This screen defines which fields will print on a report showing orders from this vendor. Keep in mind that the paper the reports are printed on is only so wide; be aware of how much information is being selected and be sure to get the essential data. Typically the fields Cost, Description, On Hand and On Other Orders are a good place to start. To add a field, click on it in the left hand side of the screen and then click the Add button. The right hand side of the screen will then be populated, and then the fields can be moved up and down until the desired report is achieved. Click OK once the fields have been defined. The program will return to the Ordering/Categories window.

8

Next the Categories that are to be ordered from this vendor are going to be defined. Click the Add button on the right-hand side of the screen, as shown above.

9

Select each category that will be purchased from this vendor. Choose one, then hold the Ctrl key on the keyboard and click the next one, and so on. Once all the categories have been selected for the vendor (they will be highlighted in blue), click OK.

10

The Order Type on the left has been defined, and the Categories on the right have been defined. Other information can also be specified on the Credit Returns/Buyouts tab, and Notes can also be added. The basic information, however, for this vendor has been entered. Click OK to save this new vendor.

 

Your email address will not be published. Required fields are marked *