Suppliers are set up in the Contacts tab. When adding new contacts, selectSupplier from the category drop-down list to make the record available in the Item Suppliers screen. Using the contacts table will enable you to select from the list and have the supplier ID and company name automatically populate when the supplier is chosen.
AddingSupplierstoaPartRecord
The Item Suppliers table is located within the parts “Related Tables”. The basic information of Supplier ID and name will show along with any supplier and manufacturer part numbers and whether the supplier is the default. You can add a new supplier directly from this view by clicking the AddNewRecord button in the upper right corner of the Item Suppliers section. You can also edit or delete the reference by clicking the GoTo link to the left of the record.
When you add a new supplier, the system automatically pulls the item information from the current part and places it on the form for you.
Use the lookup to locate your supplier in the contact list and click the Select link. The SupplierID and Company fields will be entered from the contact record automatically. Continue to enter any of the remaining supplier related information. LastCost and Rec'dDate are updated every time the part is purchased from this supplier. If you set the Defaultfield to True, this supplier will be considered the part's default supplier when processing purchases. Click SaveNewRecord to save the information.
NOTE: Supplier information is mandatory if you plan on using the system for purchasing. When you create parts records, you should also create at least one supplier relationship.
TIP: If you are unsure of a particular part's supplier but would like to purchase this part, you can create a blanket supplier record to use for the situation. Since you are allowed to change the supplier after creating a purchase order, you are not forced to keep this dummy supplier for the part.