1. Step 1: Log into Control Center
   
2. Step 2: Choose Point of Sale
   
3. Step 3: Choose Maintenance
   
4. Step 4: Choose Vendors
   

                                                                       Figure 0.0

Understanding the "Vendors" Module

You can configure and manage the Vendors, EDI Setup, and FTP Connections under the "Vendors" tab. After clicking "Vendors" from the left panel, you will be redirected to the "Vendors" module itself by default.

                                                                               Figure 0.1

You can see the list of vendors in the list view (grid view). You can check the following details of the existing vendors in the tabular form:

Name | Contact Name | Phone Number | City | State | Zip | Created Date | Updated Date | Actions to Edit/Delete

                                                                                              Figure 0.2

See Figure 0.1:

1. Add New Vendor: This button lets you add a new vendor in Control Center.

1. Name: Enter the vendor's name here.
   
2. Note: Enter the additional vendor's details/note if needed.
   
3. Minimum Order Amount: Some vendors will have minimum requirements to create a purchase order. This field allows you to enter the minimum order that can be entered here. 
   
4. Minimum Piece Qty: Enable this setting in the case when the vendor proceeds with a minimum quantity order. If the quantity is less than what the vendor has asked for, the order will not proceed. If this flag is turned ON, the below two settings will be turned ON.
   

1. Minimum Count Type: The minimum Vendor Part Qty or UPC Qty count is required for a purchase order to be completed without a warning.
2. Minimum Order Qty: Enter the minimum quantity count to proceed with the order.

1. Accounting Export Number: Enter the general ledger code for the vendor.
2. AP Excise Code: For managing excise taxes in accounts payable, General Ledger (GL) codes are used to assign each line item on an invoice to the company's account This helps in tracking and reporting excise tax liabilities accurately.
3. Allow Vendor Returns: Enable this setting if the item purchased from the vendor can be returned to that vendor in case the item is damaged or expired. The returns to the vendor will proceed through the "Worksheets" module. If this option is disabled (set to "No"), you cannot return items on those vendors' return worksheets.
4. Do Not Export: This is a toggle, which if enabled will not create the export any data that tied to the particular vendor to your accounting system.
5. Active: You can set this field to either “Yes” or “No," depending on if you are still in business with a particular vendor. If you select "No," the vendor will no longer be seen in the list, implying that you are no longer doing business with the vendor.
6. Auto Apply - EDI Auto: Enable this setting to allow all automatically processed EDI invoices to also be applied to inventory.
7. Keep Track Of Backorders: If this setting is enabled, the system will place the difference between expected and received quantities on invoices on a backorder when the expected quantity exceeds the received quantity.
8. Auto Apply Price Change: This toggle works in sync with Point of Sale Settings>> Inventory>>Advanced Receiving Configuration. When the existing Auto Apply Invoice Cost Changes When Applying Invoice setting is enabled, the new setting Auto Apply Price When Invoice Cost Change price updates will be displayed. A setup link will be added beside the auto price update setting. Clicking the setup will open the pop-up to allow the user to define new settings for “Exception Threshold (in %), "Round Up to," and “Send Message After Processing." 
   

                                                                                    Figure 1.1

                                                                          Figure 1.2

Once you have configured the "Details" tab, you need to configure the "EDI Filters" tab next.

1.2. EDI Filters

2.1 Excluded Parts: Enter the vendor part number to be ignored during EDI processing.

2.2. Excluded EDI Accounts: Enter the vendor account number to be ignored during EDI processing.

                                                                                             Figure 2.1

Once you have configured the "EDI Filters" tab, you need to configure the "Contact" tab next.

1.3. Contact

1. Full Name: Enter the contact person (representative) from the vendor side.
   
2. Phone: Enter the official phone number of the vendor or the contact number of the representative from the vendor's side.
   
3. Email: Enter the email address of the vendor or the representative to communicate through email.
   

                                                                                               Figure 1.3.0

1. Fax: Enter the fax number.
   
2. Address Line 1 & Line 2: Enter the physical address details of the vendor. This could be the vendor's warehouse or the vendor's corporate office address.
   
3. City: Enter the name of the city where the vendor is located. 
   
4. State: Choose the vendor's state from the drop-down selection.
   
5. Zip: Enter the area code for the vendor's location/region.
   

Once you configure the "Contact" tab, you can assign the location(s) for the vendors.

1. All: You can select the "All" option from the drop-down if the vendor is supplying its products to all the locations (at all your stores). 

1. By Locations/By Location Groups: If the vendor can supply its products to a specific location or you want to allow the vendor to supply the products to the specific location(s) only, you need to choose those location(s) and assign them to the vendor.
   

1. Location Groups: Location Groups are collections of different locations. The locations assigned to the specific location group(s) define the specific area/region where the multiple stores are placed. Location grouping will be helpful for reporting purposes and will assign the vendors to the group instead of choosing multiple locations separately.
   

                                                                                                                                                                                                                                         Figure 1.3.1.2

1. Save & Close: This button will save all your changes and close the current screen.
   
2. Save & New: This button saves the changes and refreshes the screen with a new form.
   
3. Save: The "Save" button will save the changes made in the form. 
4. Cancel: This button cancels all the changes/edits made in the vendor form.
   

2. Edit/Delete Vendors

Do not delete any vendor from whom you have ordered products, as it can result in missing data when it comes to reports. You simply want to mark it as inactive.

2.1 Editing Vendors

1. You can change/update the vendor's details whenever needed. The vendor listing page allows you to edit any vendor. 
   

1. By clicking the Modify icon, you will be redirected to the Edit Vendor page.
   
2. You can modify the existing information provided in various fields.
   

After modifying/updating the fields, you need to save the changes.

2.2. Deleting Vendors

You also have the option to delete the vendor record from the editing page itself.

                                                                                            Figure 2.2.0

1. By clicking the "Delete" button, you will get a confirmation pop-up to delete the record.

                                     Figure 2.2.1

1. By clicking the "Yes, delete" button, the vendor account in the system will be permanently deleted. 
   

Similarly, you can delete the vendor's account from the listing page for vendors. By clicking the Remove icon, you will get a confirmation pop-up to delete the record.

                                        Figure 2.2.3

Now, a newly created vendor can be utilized for EDI Setup and start exchanging the files for POs (purchase orders) as well as invoices to get the orders.

3. Mass Update Vendors

                                                                                                                                                                                                                                              Figure 3.0

1. Check the vendor's name you wish to edit/update.
   
2. To select the "n" number of vendors, hold the Ctrl button and click to select multiple vendors.
   

1. Minimum Order Amount: If the preceding toggle is set to True, then you are allowed to change/set the value of "Minimum Order Amount" toggle. The minimum order amount will be updated for all the selected vendors to the amount that is set in the associated textbox.
   

1. Do Not Export: If the toggle is set to True, then you are allowed to apply the changed value of the toggle. If set to True, it will not allow the system to export any data tied to the particular vendor to your accounting system.
   

1. Auto Apply-EDI Auto: Set the toggle to True to set Auto EDI to True or False; if enabled, it allows all automatically processed EDI invoices to be applied to inventory.

1. Accounting Export Code: If the toggle is set to True, you can enter the general ledger account number for a store location. This field is meant to export the inventory-related data of a particular store location for accounting purposes from the receiving side for all the selected tenders.
   

1. Min Piece Quantity: If the vendor requires a minimum number of items to be purchased prior to making an order, you can set that number here.
   

1. Minimum Count Type: This is the minimum Vendor Part Qty or UPC Qty count is required for a purchase order to be completed without a warning.
   

                                      Figure 3.1

1. Minimum Order Amount: Some vendors have minimum requirements to create an order. This information can be entered here for all the selected vendors.
   

1. Allow Vendor Returns: The toggle is to be enabled for this setting to work. If turned ON, set the value of this toggle to True or False. With this setting, the item purchased from the selected vendor(s) can be returned to that vendor.
   

1. Active: This toggle denotes whether or not you are currently doing business with the vendor.
   

1. Keep Track of Backorder: Enable this setting to allow the saving of any backorder items.
   

1. AP Excise Code: This field defines the assigned general ledger AP Excise Code.

                                                                 Figure 3.2

                                                     Figure 3.3

If you have selected the "By Locations" option, then you can select locations from the Manage Locations page.

                                                                  Figure 3.4 

1. The selected locations will replace the existing location assignment for that matter.
   

                                                            Figure 3.5

1. Once all the changes have been made, click on "Update Selected Vendors."