ITrack/Enterprise/Vendor List Screen

Vendor List Screen

This chapter will discuss the different features of the Vendor List Screen. From this screen you will be able to monitor all of your information about your vendors. From the Vendor List Screen you will be able to add, edit, delete and enter information about vendors. To get to the screen from the Main Menu, click on Vendor List.

Adding a Vendor

The opened Vendor List Screen will appear as follows:

To add a vendor, simply click the Add button in the lower left hand corner to bring up the Vendor Information Screen. You will start in the Address Info tab.

As you fill in the Contact and Company Name fields under Billing Address, they will appear in the gray fields above and in the corresponding fields under Shipping Address. Clicking on the Copy button in the center of the screen will transfer the rest of the information such as street address to the shipping address side of the screen.

The Map button located below the Copy button will bring up Google® Maps and show a map and driving directions from your location to the vendor's location. At this point you may choose to use any of the other tabs on the screen such as Additional Info or Purchase Orders. Instructions for these tabs is located below.

Tip

You may create a new vendor by clicking on the New button in the upper right corner or close by clicking on the Save & Close button.

Additional Info Tab

If you want to continue adding information about your vendor, the Additional Info tab on the Vendor Information Screen is useful.

Click on the Additional Info tab located to the right of the Address Info tab. From this screen you can enter more information about the vendor such as an email address, a web page address, and other important information.

Purchase Orders Tab

The next tab is the Purchase Orders tab on the Vendor Information Screen. This tab allows you to view purchase orders you have created for this vendor. You can see which orders have already been received and which purchase orders are still pending.

Clicking on the Reprint button in the lower left corner will reprint a selected item from the line items.

Double clicking on a purchase order will open it in the Purchase Orders Screen. From here you can add to or edit the purchase order.

Inventory Tab

The next tab in the Vendor Information screen is the Inventory tab.

This screen allows you to adjust pricing, purchasing and ordering information for for your vendors. This will allow you to save information that is used for reordering replenishable inventory.

In the first section of the screen, the Price Class Multipliers section, you can select a saved price class, in the Price Class drop down menu. Or you can add, edit or delete specific price classes using the buttons below. Once you've selected a price class to be applied to the particular vendor, you will see the applicable Customer Prices and Vendor Prices populate the percentage of price in the price fields.

To add a Pricing class, click on the Add button at the bottom of the Pricing Class section. The Edit Price Class window will open. You can fill in the necessary information and click the OK button. The price class will now be available in the Price Class dropdown menu.

The next section of the Inventory tab, is the Purchase Class section. In this section you can edit and add purchase classes to set the duration, quantity and method of stocking tat will be used for the particular vendor in reordering replenishable parts.

To add a new purchase class, click on the Add button to the bottom of the Purchase Class section. The Edit Purchase Class window will open. Fill in the necessary information and name the purchase class, then click the OK button.

The purchase class will now appear in the Purchase class drop down menu.

The final section of the Inventory tab is the Ordering Information section.

In this section you can select freight and order minimum prices, weights and quantities. It is important to know that you must select the "is a stock vendor" check box for the vendor to appear on the Inventory Overview screen. This will allow for easier fulfillment of replenishable stock orders.

Vendor Pricing Tab

The next tab on the Vendor Information Screen is the Vendor Pricing tab.

On this tab, you can lookup a part using the Filter field (You can use a partial part name and add an asterisk behind it to do a wildcard search.) and select the part that you want to add to inventory. Once the part has been highlighted, click on the Add to Inventory button, and fill in the quantity that you would like to add to inventory.

Messages Tab

The final tab on the Vendor Information Screen is the Messages tab.

With this tab you can add a message that will either be displayed on the specific vendors orders, or a message that will be added to all vendors in the system. To add a new message click on the New button in the lower right hand corner of the screen. A new message line will appear on the screen. By clicking in the fields, you can use the dropdown menus for Trigger and Display, to select where to message will display and how you want it to display. To enter the text for the message, click on the Message Text field and begin typing. The field will allow you to enter multiple lines of text. To delete a message, simply highlight the line by clicking on it and click the Delete button.

Searching for a Vendor

To search for a vendor, first click on Vendor List from the Main Menu or the Open Windows list. This will bring up the Vendor List Screen.

At the top of the screen is a drop down list which will show the default search of Smart Search. By clicking on the down arrow in the list, you will see other search options such as Phone Number, Company Name, and City.

The vendor database can be searched using any of these criteria, so it isn't a problem if you don't remember the name of the company, so long as you remember something about the vendor.

The next field allows you to specify what you want the search to find in regards to the type of search you selected.

After deciding on your search criteria, type the keywords into the blank field located to the right of the middle of the screen.

Next hit the enter key on your keyboard or click the Search button on your screen. This will bring up all of the vendors that fit your search request.

Tip

To see even more vendor information from this screen, use the scroll bar at the bottom.

If you want to see your entire vendor database, simply click on the Show All button located to the right of the Search button. If you are viewing multiple vendors, you can sort them in a variety of ways.

By clicking on a specific field near the top of the screen, you can sort the customers by that particular type. All fields will sort alphabetically. For example, if you click the Contact field, names that start with “A” would appear towards the top. By clicking Contact again, the results will sort in reverse alphabetical order so the names that start with “A” would appear towards the bottom.

You can choose the order of your columns so that the most important information is easily viewable. Simply click and drag and column to have it place where you want it. ITrack will remember your column order.

By highlighting a vendor, you can then choose to edit, delete or buy from that vendor by selecting the corresponding button located at the bottom of the screen.

Clicking the Buy From button will bring up the Purchase Orders Screen.