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

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The following article explains how to add Supplier Information to a part number.
 
The following article explains how to add Supplier Information to a part number.
  
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== Additional Information ==
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== More Information ==
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Select "Stock Control" -> "Add or Edit Stock Items".
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Select {{Menu|{{ST}}|Add or Edit Stock Items}}.
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*This will take you to a search screen. Type either the stock code of the item required (e.g. {{DataValue|NGK1234}}) or the description (e.g. NGK Spark plug).  
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* Enter the stock code (e.g. {{DataValue|NGK1234}}) or description (e.g. NGK Spark plug) and click {{Button|Search}}.
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*Click twice on the item for which you want to add the supplier.
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* Select the item and click {{Button|Edit}}.
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*Press {{KeyPress|F5}}. This will take you to the Stock Suppliers screen.
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* Click the {{Tab|Supplier}} tab or press {{KeyPress|F5}}.
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{{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.}}
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*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.
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{{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.}}
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*If the supplier's stock code is different to yours, enter it in {{DataPrompt|Suppl.Stock Code}}. It can then be quoted on orders, and viewed when booking in this item.
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*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.
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* To add a supplier and pricing to the item click {{Button|Add}} or press {{KeyPress|F6}}.
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*At {{DataPrompt|Cost Price 1:}} the supplier's cost to you for a single unit should be entered.
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* Enter the supplier account code or [[Do I have to remember all these customer and supplier codes?|find]] their account.
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*Press {{KeyPress|Escape}}.
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** If they are a new supplier you may need to [[Creating a new customer or supplier|create]] their account.
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*Then press {{KeyPress|Enter}} to save the settings.
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* 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.
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*Finally press {{KeyPress|Escape}} to return to "Stock Properties".
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* 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.
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* If applicable, set a pack quantity in the {{DataPrompt|Pack qty}} field.
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* 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.
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* At {{DataPrompt|Cost Price 1}} enter the supplier's cost to you for a single unit.
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* 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.
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* Press {{KeyPress|Done}} and {{KeyPress|Accept}} to save the supplier information.
  
 
== See also ==
 
== See also ==
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*[[Creating a Stock Item]]
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* [[Creating a stock item]]
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*[[Adding a Reorder Level to a Stock Code]]
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* [[Linking a Supplier Barcode to a Stock Item]]
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*[[Adding a Maximum Level to a Stock Code]]
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* [[Adding a stock/bin location to a stock code]]
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*[[Adding a Stock/Bin Location to a Stock Code]]
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* [[Adding a Reorder Level to a Stock Code]]
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*[[Creating a New Customer/Supplier]]
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* [[Adding a Maximum Level to a Stock Code]]
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*[[Creating Stock Groups]]
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* [[Creating stock groups]]
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* [[Creating a purchase order]]
  
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{{KB_Tags|Adding, Add stock suppliers}}{{KB_ST}}{{ZN_PartsCounter}}
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{{KB_Tags|adding, add stock suppliers, stock code, supplier, cost price, lead time, priority}}
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{{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


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Keywords AND Misspellings
adding, add stock suppliers, stock code, supplier, cost price, lead time, priority
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