The bottom of the Vendor card contains tabs that utilize the following features: Active, Contacts, Purchase Orders, Item Purchases, Notes, Items, Interactions, and Audits.
Note: Any grid that appears inside a tab is searchable and customizable just like your main Inventory grid.
Active Tab - Shows open purchase orders associated with this vendor
Contacts Tab - Shows all contact people associated with this vendor; click New Contact to add a contact, check the box next to an existing contact and click the Set As dropdown to assign that contact to another contact type
For a brief explanation of all the information fields in the New Contact drawer, click here:
Address Information fields - Address information for this contact
Contact Methods fields - Select a Contact Method Type from the first dropdown, enter pertinant information for this method in the middle field, and use the second dropdown to mark this contact method as Acceptable, Never, or Preferred
Purchase Orders Tab - Shows all purchase orders associated with this vendor
Item Purchases Tab - Shows inventory and non-inventory item purchases associated with this vendor
Receipts Tab - Shows all purchase receipts associated with this vendor
Notes Tab - Displays notes associated with this vendor; you can add more notes by clicking in the notes field and typing your information
Items Tab - Shows all inventory and non-inventory items associated with this vendor; see the Vendor Items section for more details
Interactions Tab - Keeps a record of communication with this vendor; click New to add an interaction
For a brief explanation of all the information fields in the Create Interaction drawer, click here:
Lead Time - Indicates the expected wait time on this vendor item
Unit Cost - Indicates the unit cost for this vendor item
Min Order Qty - Designates a minimum order quantity for this vendor item
Max Order Qty - Designates a maximum order quantity for this vendor item
Is Primary - Indicates whether or not this is the primary vendor item for this inventory item
Vendor items are also created through the Item drawer by entering information into the vendor field when creating new items or editing existing items.
When you assign a vendor to an item in this way, and save the item, a vendor item record is automatically created. The vendor item's cost will match the value in the Purchase Cost field in the item drawer. If you didn’t have a Purchase Cost entered prior to saving the item card, you’ll need to manually update the cost for the vendor item.
Note: If the Vendor field is changed in the Item drawer, the previous vendor item records will need to be manually deleted.
To generate a purchase order from the Items tab of the Vendor card, check the box next to the item(s) you wish to generate the purchase order for, then click the Generate Purchase Order dropdown in the upper right-hand corner of the Items tab.
Select a standard or dropship purchase order and procede. To review documentation on filling out a purchase order in SalesPad Cloud, click here.
Note: You cannot generate a purchase order from the Vendor Items tab of the Item card.
Once you’ve opened the Vendors module, you will see a grid displaying your existing vendors.
There are several ways to search for a vendor. Before you begin your search, though, decide whether or not you want inactive vendors to be displayed in your search results. Check the box just to the right of the search bar accordingly.
To search for a specific vendor by name, simply type the name (or partial name, if you don’t know the exact name) into the search bar located just above your grid.
You can also search each column in your grid. To reveal the auto filter row for your columns, click the gray ellipses found just below the column headers.
Enter your search criteria into whichever auto filter row is most useful for your particular search.
Certain vendor columns, such as Ship Complete, also offer dropdown options in the auto filter row.
If the column you’d like to search is not visible in your grid, click the Columns button in the upper right-hand side of the screen.
Clicking this button reveals the Edit Columns drawer. Check the boxes for columns you want visible and uncheck the boxes for those you’d rather not see.
The Reset Columns button in the Edit Columns drawer will restore your grid to its default view, and the Clear Column Filters button will clear any search criteria you have currently entered into the auto filter row.
To create a purchase order from the Vendors module, open the vendor card for the vendor you wish to create the purchase order for, click New Purchase Order in the upper right-hand side of the screen, and select from the list of Purchase Order Types.
A purchase order card will appear with vendor information prepopulated. Continue filling out the purchase order. To learn more about purchase orders, please review the Purchases documentation.
Note: The purchase order card saves automatically.