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Vendor Management

posted Jan 3, 2016, 9:09 AM by Admin Manager   [ updated Jan 9, 2016, 5:09 PM ]
Vendors are organizations or individuals from which you source your products/inventory items.  You need to setup vendors before you can do any of the purchasing functions and you will also want to do this before creating inventory items, as the vendors should be tagged on the items.
    
Actions & Steps

Create Vendor
  • Click “Add Vendor” from the top button bar.   You can also right click on a vendor and select “Add Vendor…”
  • Complete the fields on the vendor form
  • Click “Save"
Edit Vendor
  • Click the Vendor icon in the left navigation bar
  • Double click the row in the vendor table that you wish to edit. Alternatively you can right click on the vendor row and select “Edit…” from the popup menu
  • Update the fields on the vendor form
  • Click “Save”

Delete Vendor
  • Click the Vendor icon in the left navigation bar
  • Right click on the vendor row and select “Delete…”
  • Confirm the deletion on the popup box
Review Vendor Details
  • Click the Vendor icon in the left navigation bar
  • Double click the row in the vendor table that you wish to edit. Alternatively you can right click on the vendor row and select “Edit…” from the popup menu
  • Toggle between “Purchases” and “Inventory” tabs in the middle of the vendor form to review details
  • Click “Close”
Print Purchase Order
  • Click the Purchases icon in the left navigation bar
  • Right click on the purchase row and select “Purchase Order…"
  • Click “Print
Print Purchase Detail Report
  • Click the Purchases icon in the left navigation bar
  • Right click on the purchase row and select “Purchase Order Detail Report…”
  • Click “Print”
Sort Records
  • Click on title of field that you wish to sort.  Click again to reverse sort order
Reporting
  • Click “Run Reports” from the top button bar.  You can also right click on the vendor and select “Vendor List Report…”
  • Pick “Vendor List Report” from the popup menu
  • Click “Print”
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