Units and Vendor Configuration

Creating New Units and Vendors for an Item

New Units and Vendors can be added from the Inventory and Pricing page for an Inventory Item: 

1. Click Admin
2. Click Items and Departments
3. Select the Item.  
4. Click Next to the Inventory and Pricing Tab.  
5. Set the Selling Unit, Selling Unit should be the smallest denominator that the item can be sold at. 
6. Click Create New Units
7. To add a Vendor- Click New beside the field. 
8. Enter the Vendor Name.
9. Click Ok
10. To add an Ordering Unit- Click New beside the field. 
11. Enter the Ordering Unit Name.
12. Click Ok
13. To add an Selling Unit - Click New beside the field. 
14. Enter the Number of Selling Units in an Ordering Unit.
15. Click Ok

Creating Items with the Same Units and Vendors

If the item you are adding has the same units and vendor as an existing item, you can select these units for new items:

1. Click Admin
2. Click Items and Departments
3. Select the Item. 
4. Click Next to the Inventory and Pricing Tab. 
5. Set the Selling Unit. 
6. Click Set from Existing Vendors
7. Select the Vendor Name.
8. Click Add
9. Select the Ordering Unit from the drop-down. 
10. Click Ok   

Updating Vendor Information

An existing vendor's profile can be updated in Vendor Config:

1. Click Admin
2. Click Manage Inventory
3. Click Vendor Setup
4. Highlight the Vendor Name. 
5. Click Update Vendor
6. Add or Change information.
7. Click Ok