Set Up Supplier Products and Services List

In this process, you will be setting up the supplier products and services list.

After creating your supplier list and products / services list, the next step is to list the products and services by supplier and indicate supplier-specific details e.g. cost, lead time, selling unit and usual order quantity.

At the end of this session, users will set up the supplier products and services list.

Set Up The Supplier Products List

List the Supplier Products and Services

To complete this task, do the following:

1. Go to the Supplier Module > Supplier > Find Suppliers to bring up the list of suppliers.
   
   
2. Switch to the Ship From tab to view the available ship from locations of the supplier. A “ship from location” refers to the location, store or warehouse where the supplier ships the items from or where services are availed.
   
   
3. Select a supplier ship from location to bring up the Supplier Ship From Detail form. Switch to the Ship From Products tab.
   
   
4. Select the items that are available in this ship from location. You may have to confirm with your supplier is the products and services are available in the selected location.
   
   
5. Provide the details to each item.
   • Lead Time – the time it takes to ship the item from the supplier ship from location to the assigned location (store or warehouse).
     
     
   • Re-order Quantity – the usual order quantity. This quantity is set as the default order quantity when the item is pulled up from the purchase order.
     
     
   • Unit Measure – the supplier’s selling unit. These unit measures are usually in wholesale measurements (e.g. 100pc box).
     
     
   • Dropship – indicates that the item is for dropship from the supplier. Items for dropship are shipped directly from the supplier ship from location to the customer.
     
     
   • Per Item Fee – if the item requires an additional fee for packaging and shipment, indicate the fee amount.
     
     
   • Provide Ship Label – if you require a separate shipment label for the item, enable this option.
     
     Below is an example of how products and services are listed per supplier ship from location:
     
     Ship From Location 1: Berkeley, California
     
     

     Ship From Products
     Supplier Ship From: e.g. Sports Authority – Berkeley Store
     Item Name	Lead Time (Days)	Re-order Quantity	Unit Measure	Dropship	Per Item Fee	Provide Ship Label
     e.g. Rawlings Baseballs	1	1	30pc Bucket	No	e.g. $5	e.g. Yes
     e.g. Alterations	5	1	EACH	No	-	e.g. No

     
     
     Ship From Location 2: Palo Alto, California

   Ship From Products
   Supplier Ship From: e.g. Sports Authority – Palo Alto Store
   Item Name	Lead Time	Re-order Quantity	Unit Measure	Dropship	Per item Fee	Provide Ship Label
   e.g. Rawlings Baseballs	1	1	30pc Bucket	No	e.g. $5	e.g. Yes
   e.g. Renegade Baseball Fielder’s Mitt	1	6	EACH	No	-	e.g. No

Filter Items By Supplier

To complete this task, do the following:

1. Go to the Supplier Module > Setup > Preferences > Preferences to bring up the Preferences form.
   
   
2. Enable the option, Filter items by supplier. In effect, the products and services will be filtered according to the list you specified in the supplier ship from location.
   
   
3. Click Ok to apply the changes.

Create Supplier Promotional Pricing

To complete this task, do the following:

1. Go to the Supplier Module > Suppliers > Find Suppliers to bring up the list of suppliers.
   
   
2. Select the supplier from the Supplier Details tab to bring up the Supplier Detail form.
   
   
3. Switch to the Items tab.
   
   
4. In the Special / Promotional Pricing section, you will find the products and services from all supplier’s ship from location.
   
   
5. There are two ways you can apply a supplier special price:
   
   • Indicate the marked down cost – In the Cost column, simply put in the supplier’s special for the item. When the special price has expired, you can revert to the old cost by copying the value in the Base Cost column.
     
     
   • Creating price breaks based on the unit measures – Click on the Node button inside the Item Name column. The available unit measures of the item w, ill be listed. Click on the Node button inside the Unit Measure Code column to reveal the Quantity Price Break tab. Specify the quantity per level and the price per level in each price break. Below is an example of how price breaks are set up:

   Unit Measure: EACH

   Level	Min	Max	Cost	Base Cost
   1	1	100	22%	$25
   2	6	Infinity	20%	$25