Vendors
Keep everywhere you buy, from Sam's Club to a distributor, with rewards and account numbers, how you pay, and every order and product from them.
Vendors are the places you buy from: warehouse clubs like Sam's Club and Costco, Amazon, a grocery store or a distributor. Open them in Sales & Inventory → Purchasing → Vendors. Vendors are part of Inventory, an add-on.
Where do you buy?
Tap the stores you use under Where do you buy?: Sam's Club, Costco, Amazon, Walmart, Restaurant Depot or H-E-B. Each becomes a vendor, with a tick. A distributor and Somewhere else open a form for any other vendor: fill in its name and click Add vendor.
Vendors are also added for you when someone types a new vendor name on a product, a pack, a receipt or an order. Orders and products keep pointing at the same vendor when you rename it.
Your vendors
The list shows each vendor's orders, open orders, what you've spent on received orders, the last order and how many products you buy there. Click a vendor to open it.
On a vendor's page you can change everything about it: Vendor name, Kind, Payment method, Rewards or member number, Account number, Website, Phone, Contact and Notes. Click Save vendor. Below are its orders (click one to open it), the products that name it as their vendor and its packs. Start an order opens a new purchase order for it.
Archive takes a vendor off the pickers when you stop buying there. Its orders and history stay. Archived vendors are listed under Archived; open one and click Unarchive to bring it back.
Related
- Purchase ordersOrder from Sam's Club, Costco, Amazon or a distributor: pick the vendor, add any product or pack, mark it ordered, check it in by scanning or typing, and close it with the landed cost worked out.
- ReceiptsTurn a store receipt or invoice into a purchase order, keep it with the order, and copy it to your company's Google Drive or OneDrive folder.
- Packs and bundlesSet up the cases and variety packs you buy, so ordering and receiving one stocks every product inside.
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