Mass Add Catalog Items

The Mass Add feature allows your organization to add multiple items to the vendor catalog.

To access the Mass Add page, go to Maintenance > new world ERP Suite > Procurement > Vendor Service. Open the Vendor Catalog page. Click Mass Add.

Use the Search fields to filter the items that appear in the list for the vendor:

  1. If you select the Use Vendor Purchase History check box, the search returns all items ever purchased from this vendor that are not already defined as a catalog item for the vendor. If this check box is not selected, the Item, Commodity Code, or Expense Account is required for the search; the search returns results for all items that match the criteria selected.
  1. Select the Inventory Use that should be used to filter the list. Yes indicates that only items defined as inventory items should be returned; No indicates that only items not defined as inventory items should be returned; and All indicates that all items should be returned.
  2. Select the Verified status that should be used to filter the list. Yes indicates that only verified items should be returned should be returned; No indicates that only items not verified should be added; and All indicates that all items should be returned.
  3. Type the Item Description that should be used to filter the list. If no Item Description is entered, the system does not consider this value as it filters the list. Partial descriptions can be entered (e.g., you can type “paper” to return all items that include “paper” in the Item Description).
  4. Select a Commodity Code to filter the results by commodity code.
  5. Select an Expense Account to filter the results by a specific account.
  6. Click Search to filter the results. The columns in the results grid display the following information:
  • Item Description—item description, item number description, or item quick code-description, based on the value in the Item Sort Order system setting on the Inventory Control tab of Company FM Settings.
  • Commodity Code—commodity code for the item, if one is specified.
  • Expense Account—account the item is tied to.
  • Inventory—displays a check mark if the item is flagged as an inventory item.
  • Verified Item—displays a check mark if the item is verified.
  • Purchased—displays a check mark if the item has been purchased from this vendor.
  1. Select the check box next to the item(s) you want to add to the vendor catalog and click Accept. You are then taken to the Vendor Catalog Maintenance page.
See Also

Company FM Settings

Vendor Service Overview