The Vendor Maintenance task is used to establish your Distributor and DSD Vendors in Retail. Once established, the vendors are used to create purchase orders, receive invoices and to provide additional product categories for sales and pricing analysis and reporting.

From the Administration Menu, double click on the Vendor Maintenance task.

To add a Vendor:

  1. Click on the Add a Vendor button from the toolbar to open the Add a vendor screen.
    • Vendor ID: This is the Vendor ID that will be used by the Retail system.  This field will accept up to 12 alphanumeric characters. In the Add a Vendor dialogue an ID is automatically assigned to a new vendor. You can change this assigned Vendor ID or accept it.
    • Discount: Indicates if a discount is to be applied for all invoices created for the selected vendor.
    • Name: Enter the name of the vendor
    • Contact: Enter the name of your contact
    • Address 1 & 2
    • City
    • State
    • Zip
    • Phone #
    • Fax #
    • Modem #
    • DSD: The DSD Vendor indicates the vendor is set for Direct Store Deliveries rather than from a warehouse.
    • Misc 1 & 2: User defined fields used to enter any pertinent information about the vendor.
    • Memo: Optional, enter any additional information pertaining to the vendor.
    • Vendor Upcharge: Use the Vendor Upcharge button Vendor_Upchargein the toolbar bar to add a global upcharge for all vendors. The Upcharge, indicated by a percent, will apply to all purchase orders or invoices via the Wireless or back office modules.
      • The Vendor Upcharge form is used to enter percentage upcharge amount that will be applied to the price data printed on purchase orders and invoices. This feature would only be used in the case where upcharges will be charged to customers at the checkstand. The same upcharge percentage charged to customers should be loaded here. This will then ensure that the gross margins printed on the purchase orders and invoices correctly reflect the price that will be charged when the product is sold.
  1. Save the information for this vendor by clicking on the Save Current Record button in the toolbar.
  2. Repeat Steps 2 through 7 for each Vendor you want to add.
  3. You can view or print a Vendor List by pressing the Print Preview or Print button in the toolbar. Select from the Vendors Report dialog as the whether to print DSD or Non DSD or both.
  4. Click on the Close Current Window button in the toolbar.

Tip: Take care in entering address information.  The address information prints to Purchase Orders and Invoices created via the Wireless and Back office modules.

Edit_a_Vendor

Add_Edit_a_Vendor_Toolbar