V9 - Vendors and the Vendors list
SOS Inventory enables you to keep records of all your company's vendors.
Vendors list
The vendors from whom you purchase goods and obtain services are contained in the Vendors list (Operations > Purchasing > Vendors).
If the vendor has multiple places of operation, the Action menu's Addresses feature allows you to enter each site's address and contact information. The Show vendor history action allows you to see all the transactions in which your company used this vendor.
For a general overview of how lists work in SOS Inventory, refer to List functions. See Action and batch action descriptions for more information about the actions available on lists.
Adding and editing vendors
New vendors can be added to SOS Inventory using any of the following methods:
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(Quick add menu). On the Task bar, go to Quick add > Purchasing > Vendor.
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The Vendor's list. Go to Operations > Purchasing > Vendors, then select +Add.
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The Inline method. Create a new vendor while entering a purchase order, item receipt, or return to vendor (RTV) transaction. In the Vendor field, simply type the name of your vendor and then select Add new vendor. Enter the data needed for the vendor definition, then save. The new vendor will be added to the Vendors list, and the vendor's information will be added to the transaction.
Refer to Vendor field descriptions for assistance in completing the data fields. Be sure to save your vendor Edit page when finished.
An existing vendor can be opened for editing by selecting the vendor name (in blue) on the Vendors list. Save any changes you make.
Using the Addresses action for vendors
As an alternate method to handling multiple vendor locations, you can set up a single vendor to have multiple locations. Locate your vendor on the Vendors list (Operations > Purchasing > Vendors) and select Addresses from the Actions dropdown arrow of the vendor record. Enter or edit the address information for all the locations, then Save and close.
Some common uses for having multiple vendor addresses are to provide a user the opportunity to select a different vendor location—or to allow a duplicate address with different contact information.
Vendor history
The Vendor history page, located under the Actions menu, lists all transactions your company has placed with that vendor. This includes purchase orders, item receipts, and returns to vendors. From the Vendor history, you can select a transaction to use as a template. The transactions listed are from most recent to oldest.
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