Vendor Catalog Maintenance (Maintain Items)
On the Vendor Catalog Maintenance page you can maintain items by adding and editing catalog items. Items in the vendor catalog can be updated as new information becomes available (e.g., the vendor's price changes, or a discount amount or percentage is sued for this vendor).
Follow the steps below to maintain catalog items:
- Go to Maintenance > new world ERP Suite > Procurement > Vendor Service. Open the Vendor Catalog page.
- To add an item, click New to launch the Vendor Catalog Maintenance page. To edit an item, either click the hyperlink in the Item Description column, or highlight the row and click Maintain Items.
- The Item field contains the list of items shown on the left side of the page. Details about the selected item appear on the right side of the page. Click a Move button to navigate through the list. In Add mode, type the name of the item you are adding.
- Select the Primary check box if this vendor is the primary vendor from whom your organization purchases this item. This is also used when a vendor is selected when re-ordering inventory.
- Enter the Vendor Part Number, if known. This is the number that the vendor uses to identify the item. It can contain up to 32 characters.
- Enter the Sequence Number, if applicable. The acceptable range is 1-999. The Sequence Number controls the order in which the items are displayed in the catalog and could correlate to the vendor’s hard copy catalog. If nothing is entered here, sequencing is not applied to this item.
- Select the Manufacturer, if known. This field is populated with all values in Validation Set 76.
- Enter the Model Number, if known. This is the number that the manufacturer uses to identify this particular version of the item. It may contain up to 32 characters.
- Enter the Quantity if your organization typically orders the same default quantity each time. The maximum value is 9,999,999.9999.
- Select the Unit of Measure for the item if your organization typically uses
it when purchasing the item from the vendor. This field is populated with
all values in Validation Set 30.
The Unit of Measure defined here in the Vendor Catalog overrides the setting defined in Procurement Items.
- Enter the Price Per Unit, if known. This is what the vendor charges for one unit (e.g., each, box, case, etc.) of the item. The maximum value is $9,999,999.9999.
- The Discount Percent field displays if the Specify Discounts in Procurement check box on the Procurement tab of Company FM Settings is selected. If the vendor applies a percentage discount when your organization purchases this item, enter the value in Discount Percent. The acceptable range is 0.0001% through 99.9999%.
- The Discount Amount field displays if the Specify Discounts in Procurement check box on the Procurement tab of Company FM Settings is selected. If the vendor discounts your organization’s orders for this item by a flat amount, enter the value in Discount Amount. The acceptable range is 0.0001 through 9,999,999.9999.
- Click Save to retain the entry.