Difference between revisions of "Adding Supplier Information to a Stock Code"

From Catalyst
Jump to: navigation, search
(→‎More Information)
Line 1: Line 1:
 +
{{Incomplete}}
 +
 
== Summary ==
 
== Summary ==
 
The following article explains how to add Supplier Information to a part number.
 
The following article explains how to add Supplier Information to a part number.
Line 5: Line 7:
 
Select {{Menu|{{ST}}|Add or Edit Stock Items}}.
 
Select {{Menu|{{ST}}|Add or Edit Stock Items}}.
 
*Type either the stock code of the item required (e.g. {{DataValue|NGK1234}}) or the description (e.g. NGK Spark plug).  
 
*Type either the stock code of the item required (e.g. {{DataValue|NGK1234}}) or the description (e.g. NGK Spark plug).  
−
*Click twice on the item for which you want to add the supplier.
+
*Click {{KeyPress|Edit}} on the item for which you want to add the supplier.
−
*Press {{KeyPress|F5}}. This will take you to the Stock Suppliers screen.
+
*Now select the supplier tab or press {{KeyPress|F5}}. This will take you to the Stock Suppliers tab.
−
{{Note|title=Note|text= If you already have suppliers linked to this item, they will be shown and you will need to press {{KeyPress|F6}} to add a new supplier.}}
+
*By default, the standard cost price will be shown in the first line.
 +
*To add a suppliers cost price, press {{KeyPress|Add}} or press {{KeyPress|F6}}.
 
*Type the supplier’s name and press {{KeyPress|Enter}}. If prompted choose their name from a list.  If they don’t exist ask your accounts department to set their account up.
 
*Type the supplier’s name and press {{KeyPress|Enter}}. If prompted choose their name from a list.  If they don’t exist ask your accounts department to set their account up.
−
*If the supplier's stock code is different to yours, enter it in {{DataPrompt|Suppl.Stock Code}}. It can then be shown on orders, viewed when booking in this item.
+
*Now you are prompted to enter a priority. At {{DataPrompt|Priority:}}, enter {{DataValue|9}} if the supplier is your preferred supplier of this item. Your next most preferred supplier would be set to {{DataValue|8}} and so on.
−
*At {{DataPrompt|Priority:}}, enter {{DataValue|9}} if the supplier is your preferred supplier of this item. Your next most preferred supplier would be set to {{DataValue|8}} and so on.
+
*If the supplier's stock code is different to yours, enter it in {{DataPrompt|Sup.Stock Code}}. It can then be shown on orders and viewed when booking in this item.
 +
*If applicable, set a pack quantity in the {{DataPrompt|Pack qty}} field.
 +
*If you need to amend the lead time, enter this in the {{DataPrompt|Lead time}} field.
 
*At {{DataPrompt|Cost Price 1:}} the supplier's cost to you for a single unit should be entered.
 
*At {{DataPrompt|Cost Price 1:}} the supplier's cost to you for a single unit should be entered.
−
*Press {{KeyPress|Escape}}.
+
*Press {{KeyPress|Done}} and {{KeyPress|Accept}} to save the supplier information.
−
*Press {{KeyPress|Enter}} to save the settings.
 
−
*Press {{KeyPress|Escape}} to return to "Stock Properties".
 
  
 
== See also ==
 
== See also ==

Revision as of 12:45, 30 May 2013

 This article or section is under development.
Be aware: Content will change as the document progresses.

Summary

The following article explains how to add Supplier Information to a part number.

More Information

Select " Stock Control Add or Edit Stock Items".

  • Type either the stock code of the item required (e.g. 'NGK1234') or the description (e.g. NGK Spark plug).
  • Click <Edit> on the item for which you want to add the supplier.
  • Now select the supplier tab or press <F5>. This will take you to the Stock Suppliers tab.
  • By default, the standard cost price will be shown in the first line.
  • To add a suppliers cost price, press <Add> or press <F6>.
  • Type the supplier’s name and press <Enter>. If prompted choose their name from a list. If they don’t exist ask your accounts department to set their account up.
  • Now you are prompted to enter a priority. At "Priority:", enter '9' if the supplier is your preferred supplier of this item. Your next most preferred supplier would be set to '8' and so on.
  • If the supplier's stock code is different to yours, enter it in "Sup.Stock Code". It can then be shown on orders and viewed when booking in this item.
  • If applicable, set a pack quantity in the "Pack qty" field.
  • If you need to amend the lead time, enter this in the "Lead time" field.
  • At "Cost Price 1:" the supplier's cost to you for a single unit should be entered.
  • Press <Done> and <Accept> to save the supplier information.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
Adding, Add stock suppliers, stock code
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Adding_Supplier_Information_to_a_Stock_Code&oldid=14122"