Changing An Item S Default Vendor

Overview

This documentation will go over the steps that you need to take to update an item’s default vendor. This can happen at the item level, or if you have several items you can update them through Mass Maintenance.

Managing MFG and Vendor Relations

The first step to reassigning or assigning a default vendor at the item level is you need to make sure you have that Manufacturer and all the potential Vendors associated.

To do this, you will need to create or view your Manufacturer by going to Purchasing > Manage Manufacturers.

• Search or create a new manufacturer from this screen. Once opened you will be in the Manufacturer Management Screen.

  

• In the Default Associated Vendor section, you can select +Add to search and select from an existing Vendor or you can create a New Vendor to associate. Repeat this process until all your associated vendors have been added.

• Next, you can assign a default vendor. It is best practice to choose the Vendor that you purchase this manufacturer most often. Just highlight the Vendor Name, and select ‘Set Default’

  

• The Default column will change from No to Yes.

  

• Lastly, select ‘Save’ to save your changes.

Now that you have the manufacturers and Vendors properly associated, the next section will go over how to override this global setting at the item level.

Assigning a Different Vendor at the Item Level

To begin go to Inventory > Inventory Manager > Item Manager and search for your item.

• Within the Item Manager locate the ‘Default Vendor’ drop-down, on the right of the screen.

  

• Next, select the drop-down to choose and select a different default vendor for this specific item. Note: If you do not see the vendor you are looking for in the dropdown you will need to follow the first section above ‘Manging MFG and Vendor Relations’

  

• Once you have made your changes select ‘Save’ to update your changes. Now this specific item’s has a new default vendor, while the rest of the line will use the global setting relations.

Assigning a Different Vendor at a Mass Level

In the scenario that you need to do a mass change to several items and assuming you have completed the first step by managing your manufacturer and vendor relations you can you Mass Maintenance to make these changes vs. going item by item.

• Go to Inventory > Inventory Manager > Mass Maintenance

• From here you will need to select if you are updating your Local or Master.

  

• Next, search for the items you want to update using the filters provided.

  

• Once your results are shown you can select all or some of the items you wish to update and select ‘Proceed’ at the bottom of the screen.

• In the next screen, you have various settings that you can update, one being Default Vendor.

  

• Using the search finder, search for the new default vendor you want to associate with the items below.

  

• Once you’ve made your selection and any other updates, select ‘ Apply’ to save the changes.

  

• Once you’ve applied the changes, the final step will need to ‘Commit Changes’

  

• The changes will load, and you will receive the following message when completed.

  

• Now when you view the item within the item manage you will now see the new default vendor has been updated.