Module : Inventory 

Topic : Suppliers 

Version(s): Version 5.1 and up  

Editions : Commerce and Call Center Editions

Inventory suppliers in OrderLogix represent vendors/companies from which new inventory can be ordered and are primarily used for the creation of  Purchase Orders . Therefore if you are not going to be creating Purchase Orders for Inventory in OLX, you do not need to set up suppliers. In the supplier screens, estimated costs, available units of measurement, payment and shipping terms as well as tax information can all be defined.  Navigate to   Company Data>Inventory>Supplier List .



Existing suppliers can be edited by clicking on the   edit pencil icon, or added by clicking on the   'Add New Icon' on the top of the screen. Adding or editing a Supplier brings up the Supplier editor screen:

1. Main supplier details -  The top part of the screen contains the suppliers address information. There is also a tax rate which may be applied to ordered products, and is used in Purchase Order price estimate calculation. It is important that the address information be filled in correctly as this will be used for Purchase Order printouts. Defaulted  payment terms  and  shipping methods  should be set as well, and show all available selections that are listed in the tabs below.
   
2. Products Offered By Supplier -  The first tab named “Items” contains a list of individual products offered by this supplier, and are referred to as Supplier Items. These items are selected from the  inventory items  list, which means they must already be set up first before they can be selected for a supplier. These represent this particular suppliers offering of these items, which means the unit of measure and other various details can be different if ordering the same inventory item from a different supplier. When adding (via the   add icon) or   editing a supplier item, another popup will be displayed with the items details:
   

1. Supplier Item Details -  There are a number of attributes associated with the item that the supplier offers. They are as follows:
   
   • SKU: This is the OLX inventory SKU that is being provided by this supplier, and all suppliers SKU’s are based on an existing inventory SKUs.
     
   • Supplier SKU: This is the supplier’s unique name for the SKU, as each supplier may use their own names for the same products.
     
   • Description: This is a simple text description of the SKU being offered.
     
   • Manufacturer: This is an optional field where the manufacturer can be entered.
     
   • Model: This is an optional field where the model # can be entered
     
   • Lead Time: Lead time is a value reserved for reporting, and indicates how many days on average it takes for an order of this item to be fulfilled.
     
   • Taxable: Indicates whether or not to apply the tax when estimating purchase order cost, for this individual item.
     
   • Preferred UOM: Indicates which UOM is preferred for purchasing this product.
     
2. Item Units of Measurement -  A supplier may offer the same item in various types of packages. The way that it is packaged will affect the overall price among other things as in how it's stored in the  warehouse . When creating purchase orders, it is necessary to pick the unit in which it will be delivered. This grid contains the following fields:
   
   • UOM: The description of the unit of measurement. Box, Case, etc.
     
   • UOM Count: How many items are described by UOM. For example a dozen = 12
     
   • Unit Cost: The cost of this item as sold in this unit of measurement.
     
   • Unit Weight: Total weight of this item as sold in this  unit of measurement . Freight Cost: Total shipping charges as sold in this unit of measurement.
     
3. Shipping Methods -  The shipping methods tab allows configuration of which shipping methods are used by this supplier, and define which ways you can have inventory shipped to the warehouse from this company. The  shipping methods  themselves must configured outside of this screen. A list of the available methods for this supplier will look like this:
   

Shipping methods can be associated with the supplier, by clicking on the    'Add new record' button at the top of the grid. They can be removed by clicking on the   red X icon.

4. Payment Methods -  The  payment methods  tab allows specific payment terms to be associated with this supplier, and define how you are able to pay for the inventory ordered. With both shipping methods and payment terms, these will be made available for selection when creating a Purchase Order. The list of available payment terms looks like this:
   

Payment Methods can be associated with the supplier, by clicking on the   'Add new record' button at the top of the grid. They can be removed by clicking on the   red X icon.

• • To Save the current Supplier and close the edit window, click the   save button.
    
  • To Cancel current changes to the Supplier and close the edit window without saving, click the   cancel button.
    
  • To Delete the current Supplier, click the   delete button.
    
  • To Print the Supplier, click the   print button.