Difference between revisions of "Adding Supplier Information to a Stock Code"

From Catalyst
Jump to: navigation, search
(→‎More Information)
(Bulk update)
 
(15 intermediate revisions by 5 users not shown)
Line 4: Line 4:
 
== More Information ==
 
== More Information ==
 
Select {{Menu|{{ST}}|Add or Edit Stock Items}}.
 
Select {{Menu|{{ST}}|Add or Edit Stock Items}}.
−
*Type either the stock code of the item required (e.g. {{DataValue|NGK1234}}) or the description (e.g. NGK Spark plug).  
+
* Enter the stock code (e.g. {{DataValue|NGK1234}}) or description (e.g. NGK Spark plug) and click {{Button|Search}}.
−
*Click twice on the item for which you want to add the supplier.
+
* Select the item and click {{Button|Edit}}.
−
*Press {{KeyPress|F5}}. This will take you to the Stock Suppliers screen.
+
* Click the {{Tab|Supplier}} tab or press {{KeyPress|F5}}.
−
{{Note|title=Note|text= If you already have suppliers linked to this item, they will be shown and you will need to press {{KeyPress|F6}} to add a new supplier.}}
+
 
−
*Type the supplier’s name and press {{KeyPress|Enter}}. If prompted choose their name from a list.  If they don’t exist ask your accounts department to set their account up.
+
{{Information|text=The first line will not display a {{DataPrompt|Supplier Code}} as this is the {{DataValue|Standard cost price}}. This is required for every item.}}
−
*If the supplier's stock code is different to yours, enter it in {{DataPrompt|Suppl.Stock Code}}. It can then be shown on orders, viewed when booking in this item.
+
 
−
*At {{DataPrompt|Priority:}}, enter {{DataValue|9}} if the supplier is your preferred supplier of this item. Your next most preferred supplier would be set to {{DataValue|8}} and so on.
+
* To add a supplier and pricing to the item click {{Button|Add}} or press {{KeyPress|F6}}.
−
*At {{DataPrompt|Cost Price 1:}} the supplier's cost to you for a single unit should be entered.
+
* Enter the supplier account code or [[Do I have to remember all these customer and supplier codes?|find]] their account.
−
*Press {{KeyPress|Escape}}.
+
** If they are a new supplier you may need to [[Creating a new customer or supplier|create]] their account.
−
*Press {{KeyPress|Enter}} to save the settings.
+
* You may specify a {{DataPrompt|Priority}} e.g. enter {{DataValue|9}} if this supplier is your preferred supplier for this item. Your next most preferred supplier would be set to {{DataValue|8}} and so on.
−
*Press {{KeyPress|Escape}} to return to "Stock Properties".
+
* You may enter the {{DataPrompt|Supplier stock code}} if different to yours. It can then be shown on orders and viewed when booking in this item.
 +
* If applicable, set a pack quantity in the {{DataPrompt|Pack qty}} field.
 +
* You may record the item {{DataPrompt|Lead time}}. The [[A quick guide to reordering|reordering]] option will take this into account when recommending items to order.
 +
* At {{DataPrompt|Cost Price 1}} enter the supplier's cost to you for a single unit.
 +
* You may enter 2 further prices using {{DataPrompt|Cost Price 2}} and {{DataPrompt|Cost Price 3}}. When creating a [[Creating a purchase order|purchase order]] you may choose from the 3 different prices.
 +
* Press {{KeyPress|Done}} and {{KeyPress|Accept}} to save the supplier information.
  
 
== See also ==
 
== See also ==
−
*[[Creating a Stock Item]]
+
* [[Creating a stock item]]
−
*[[Adding a Reorder Level to a Stock Code]]
+
* [[Linking a Supplier Barcode to a Stock Item]]
−
*[[Adding a Maximum Level to a Stock Code]]
+
* [[Adding a stock/bin location to a stock code]]
−
*[[Adding a Stock/Bin Location to a Stock Code]]
+
* [[Adding a Reorder Level to a Stock Code]]
−
*[[Creating a New Customer/Supplier]]
+
* [[Adding a Maximum Level to a Stock Code]]
−
*[[Creating Stock Groups]]
+
* [[Creating stock groups]]
 +
* [[Creating a purchase order]]
  
−
{{KB_Tags|Adding, Add stock suppliers, stock code}}{{KB_ST}}{{ZN_PartsCounter}}
+
{{KB_Tags|adding, add stock suppliers, stock code, supplier, cost price, lead time, priority}}
 +
{{KB_ST}}{{ZN_PartsCounter}}

Latest revision as of 06:28, 26 March 2022

Summary

The following article explains how to add Supplier Information to a part number.

More Information

Select " Stock Control Add or Edit Stock Items".

  • Enter the stock code (e.g. 'NGK1234') or description (e.g. NGK Spark plug) and click [Search].
  • Select the item and click [Edit].
  • Click the [Supplier] tab or press <F5>.
The first line will not display a "Supplier Code" as this is the 'Standard cost price'. This is required for every item.
  • To add a supplier and pricing to the item click [Add] or press <F6>.
  • Enter the supplier account code or find their account.
    • If they are a new supplier you may need to create their account.
  • You may specify a "Priority" e.g. enter '9' if this supplier is your preferred supplier for this item. Your next most preferred supplier would be set to '8' and so on.
  • You may enter the "Supplier stock code" if different to yours. It can then be shown on orders and viewed when booking in this item.
  • If applicable, set a pack quantity in the "Pack qty" field.
  • You may record the item "Lead time". The reordering option will take this into account when recommending items to order.
  • At "Cost Price 1" enter the supplier's cost to you for a single unit.
  • You may enter 2 further prices using "Cost Price 2" and "Cost Price 3". When creating a purchase order you may choose from the 3 different prices.
  • Press <Done> and <Accept> to save the supplier information.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
adding, add stock suppliers, stock code, supplier, cost price, lead time, priority
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Adding_Supplier_Information_to_a_Stock_Code&oldid=43432"