Vendor Parts Overview

 Figure A

 Column Titles: Each column title indicates the type of information in the column. If you want to search for any specific vendor part, you can filter the list by using any of these titles.

1.1: Mass Update: This button allows you to update all selected vendor parts at once.

1.2: Add New: This button allows you to add a new vendor part.

2.1: Edit Vendor Part: This button allows you to edit the vendor part.

2.2: View Product Details: This button allows you to view the product’s details. It will open the Product screen on the other tab. 

2.3: Delete Vendor Part: This button allows you to delete the vendor part.

3: Custom Filters: This button allows you to create a custom filter to view the vendor part list. Point 2.1 Applying Custom Filters explains more details.

Figure B

1: Manage Filters Drop-Down: The drop-down shows the list of saved custom filters, if there are any. Select the required filter from the drop-down and click the "Apply" button to apply the filter. 

2: Manage Filters Button: This button helps you open the Manage Saved Filters screen. Point 2.2.1 Save and Manage Custom Filters explains more details.

3: Parameter Tabs: You will see five tabs: Product, Department, Category, Manufacturer, and Tag. Select the required, i.e., Product to create or apply a custom filter specific to the selected products. 

4: Use this Search box to search for a specific product. 

5: Use this drop-down to view the products based on four parameters: All Items, Child Only, Parent Only, and Standalone Only. The other tabs will not have this drop-down.

6: Results: This section shows the list of selected parameters. For example, if you have selected the Product tab, it will show a list of products.  

7: Selection Checkboxes: You need to select the required products by ticking the checkbox. You need to follow the same process for any of the five tabs.

8: Arrow: Click the green Arrow button to move the selected products to the "Selected List." 

Figure C

1: If you want to remove the whole selection, click the "Clear Selection" button. You can remove any record from the list by clicking the Remove (x) icon.

2: Click "Apply" to apply the selection. You can click the "Save Filters" button to save the custom filter for future use. 2.1.1 Save and Manage Custom Filter explains the details.

1. Click the "Save Filters" button shown in Figure C.
   
2. The Name screen will appear, as Figure D shows. 
   

Figure D

1. Enter the name of the custom filter and click "OK." The system will save the custom filter, and a success message will appear.
   
1. You can see this custom filter listed in the Manage Filters drop-down. 
   
2. You can use the saved custom filter from the Manage Filters drop-down whenever you need it and delete it when you no longer need it. Open the Manage Filters screen again and use the steps shown in Figure E according to your requirements.

Figure E

1: Saved Filter Drop-Down: All saved custom filters will appear in the Saved Filter drop-down. You can select the required custom filter and click "Apply." 

2. Manage Filters: Use the "Manage Filters" button to view and manage the saved filters. The "Manage Saved Filters" pop-up screen will appear when you click the "Manage Filters" button. 

3: Filter Name: The Filter Name list shows all saved custom filters. Click on a filter's name to select it.     

4: You can click "Select Filter" or "Delete."

1. "Select Filter": Click on the filter's name, then click the "Select Filter" button to select any filter from the list.
2. "Delete": Use the "Delete" button to remove the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK."

   

Figure F

The Create Vendor Part includes four sections:

1. General Information
   
2. Management Location Assignment
   
3. Zone Costs
   
4. Action Buttons

1. General Information

Item Name: Select the product from the drop-down. 

Custom Name: If you enter any friendly name in this field, the product will be identified by this name. 

1. In general, the retailer and the vendor identify a product with the same name to maintain congruency between orders and invoices. The retailer uses this field only when it is required. Commonly, this field remains empty.

Vendor: Select the vendor from the drop-down. 

Part Num Units: Enter the number of units associated with the products. For example, if you add the vendor part for a carton containing 12 packs, you need to enter 12 here.

Is Primary: Enable "YES" to mark the vendor as a primary vendor for this product. 

1. If you mark the vendor as a primary vendor, the system will indicate it when ordering. If you have automated the ordering process, the system will order from this vendor.
2. Select NO if you do not want to mark the vendor as a primary vendor for this product. 

2. Manage Location Assignment

You can assign or remove location(s) or location group(s) from the Manage Location Assignment section.

1. When you assign location(s) or location group(s) to a vendor part, the users of those location(s) or location group(s) will be able to see the added vendor part in their system.
   
2. The system assigns all location(s) and location group(s) to a vendor part. You can assign only the required location(s) or location group(s) to a vendor part if needed. 

Please follow the steps mentioned below to assign a location(s) or location group(s) to a vendor part:  

1. Click "By Locations" or "By Location Groups" from the Select Locations drop-down as per your requirements.
   

      

        Figure G

1. Click "Manage." 
   

        

         Figure H

1. The Manage Locations screen will appear, as shown in Figure I below: 
   

    

    Figure I

1: Use this Search box to search a specific location.  

2: Use this drop-down to view the locations that have a specific pricebook zone.

3: Use this drop-down to view the locations based on three parameters: All Locations, Only Active, and Only Deleted. 

4: The Results section shows the list of locations. By default, it shows all locations. If you have made specific selections in 1, 2, or 3, it will show the location list accordingly.

5: Select the locations you need to assign to the vendor part.  

6: Click the green Arrow button to move the selected locations to the Selected List.

7. The Manage Locations screen will look like the one shown in Figure J.
   

Figure J

1: If you want to remove the whole selection, click the "Clear Selection" button. You can remove any record from the list by clicking the Remove (x) icon.

2: Click "Apply" to apply the selection. 

8. Your selected locations will be visible in the Manage Location Assignment section, as Figure K shows. Use the Delete icon to delete any assigned location if needed. 

  Figure K

[3] Zone Costs

The Zone Cost section shows the products' costs in their respective pricebook zones. The zone cost price values are fetched from the "Products" module for the first time. However, you can add or edit the cost on this screen if necessary.

The Zone Cost section includes the fields and buttons, as shown in Figure L.  

    

     Figure L

Cost: This field shows the associated product's cost in this field. The cost is fetched from the "Products" module for the first time.

Do Not Order: Enable this button if you don't want to order from this vendor anymore.

1. If you enable this button, the system will indicate it when ordering. If you have automated the ordering process, the system will not order this vendor in this pricebook zone.

Manual Order: Enable this button to ensure that there is no automated order placement for this vendor in this pricebook zone.  

Min Order Qty: Enter the quantity if any minimum order quantity is required to place the order with this vendor in this pricebook zone.

Non Returnable: Enable "YES" if the product is non-returnable.

The vendor part cost may differ from the product cost in the "Products" module. When adding the vendor part, the system will fetch the cost for the first time. However, if you make any changes afterward, there will be no automatic sync in the cost of either module.

1. You can update the zone cost as the vendor changes their product price.

1. When the product is ordered and the invoice is processed, the system will prompt you to choose to update the product cost in the "Products" module.

1. You can also update the costs in both modules as per your requirements.

Update All Costs: Click this button to keep the exact cost for all zones. The Change All Zone Costs screen will appear, as Figure M shows. Enter the cost and click "Set All Costs."

Figure M

[4] Action Buttons

Figure N

Cancel: This button lets you cancel the vendor part or the changes made to the vendor part.

Save & Close: If you click the "Save & Close" button, the system will save the vendor part and navigate you to the Vendor Parts screen.  

Save & New: If you click the "Save & New" button, the system will save the vendor part and open the new Create Vendor Part screen, where you can add another vendor part. 

Save: This button lets you save the changes you have made at any point.

 Figure O

Additional Buttons: 

View Invoice History: Use this button to view the invoice history for this vendor part. 5. Viewing the Invoice History explains the details. 

Delete: Use this button to delete the vendor part. 7. Deleting a Vendor Part explains the details. 

Go to Item: Use this button to view the associated product's details. 6. Viewing Product Details for a Vendor Part explains the details. 

   

   Figure P

7. Deleting a Vendor Part 

1. Click the Delete icon shown in Figure A.
   
2. A warning dialog will appear with two related options, as Figure Q shows.

 Figure Q

1. Click “Yes, Delete” to delete the vendor part record.
   
2. Click “Cancel” to close the pop-up and skip the deletion process.
   

1. To delete the vendor part kit record from the Edit Vendor Part screen:
   

1. Click the Edit icon highlighted in Figure A.
   
2. The Edit Vendor Part screen will appear, as Figure O shows.
   
3. Click the "Delete" button. The warning dialog will appear, as Figure Q shows.  
   
4. Click “Yes, Delete" to delete the vendor part record.
   
5. Click “Cancel” to close the pop-up and skip the deletion process.

8. Applying Mass Update

1. Change the cost 
2. Set preferences for functions such as Non Returnable, Manual Order, Do Not Order, and Min Order Qty 
   
3. Assign locations
   
4. Delete the vendor parts
   

1. Click the "Mass Update" button highlighted in Figure A.
   
2. The Mass Update Vendor Parts screen will appear, as Figure R shows. 
   

Figure R

1: Custom Filter: Use this button to apply custom filters and be more specific about the vendor part list. To learn how to apply custom filters, please read 2.1 Applying Custom Filters in 2. Understanding "Vendor Parts" Layout.

2: Vendor Part List: The list shows the vendor part list. Click the "Ctrl" button on your keyboard and check the respective checkboxes to select vendor parts.  

3: Zone Specific Settings: You can apply the zone-specific settings described below: 

   

   Figure S

Apply to All Zones: Enable this button to apply the updates to all pricebook zones.

Pricebook Zones: To apply the updates to specific pricebook zones, click the "None Selected" drop-down and select the required pricebook zones.

Change Cost To: Enable this button and enter the amount in the field, as Figure T shows, to change the cost of all selected vendor parts. 

Figure T

Manual Order: If the products in selected vendor parts must be ordered manually, enable this button and select "YES" from the drop-down, as Figure U shows.

Figure U

Min Order Qty: If applicable, enable this button and enter the minimum order quantity for the products in the selected vendor parts, as Figure V shows. 

Figure V

Non Returnable: Enable this button and select "YES" from the drop-down, as Figure W shows, to mark the products in selected vendor parts as non-returnable.

Figure W

Do Not Order: If you do not want to order the selected vendor parts, enable this button and select "YES" from the drop-down, as Figure X shows. The system will not consider these vendor parts for automated reordering.  

Figure X

Delete Vendor Part: Enable this button to delete all selected vendor parts.

4:  Location Settings: From this section, you can assign or change the assigned locations for all selected vendor parts. Please follow the steps below to do so:   

1. Enable the "Apply Location Changes" button and select "TRUE" in the Replace existing locations drop-down, as Figure Y shows.
   

Figure Y

1. Assign the required locations using the Manage Assignment section. Please refer to [2] Manage Location Assignment in 3. Adding a Vendor Part to learn how to assign the locations.

5: Update Selected Vendor Parts: Once you have made the required choices or entered information, click this button. The Changes to be applied screen will appear, as Figure Z shows. Review the changes and click "Update Vendor Parts." 

Figure Z

The system will update all selected vendor parts and show the success message.