HOW TO PROCESS A VENDOR ORDER FOR PARTS REQUIRED FOR STOCK
- From the Blackpurl Header > Click >
- The Select a Vendor window, will allow you to search for the relevant vendor.
In our example we are looking for the Vendor The Widget Factory and we start typing widget as the keyword > click on your Vendor name to select.
- Let's have a quick rundown on the Vendor Order screen:
B. ACTION - this is where you can delete an open Vendor Order
C. Vendor Details
Tip: You can click on the Vendor's name in blue to take you to the Vendor Record
Tip: Only the creator of the Vendor Order can lock a Vendor Order to stop another user from amending it.
E. Search to Add - where you can search for more parts to add to the Vendor Order
F. Notes area for adding free text to print out on the Vendor Order
For further information, review our article - Introducing - Notes section on a Vendor Order
G. Click on and you will be able to Printed / Emailed / Exported the VO / Import File
H. If you click on - it will take you to E. so you can search for additional parts to add to the VO
I. Click on to order a part from this Vendor but the part is actually linked to another Vendor
- To add parts to the Vendor Order that are for stock, simply click on the .
TIP: Please also take notice if part line items have a notification of supersession
- Once you have added all the Parts required for Stock, simply click on .
TIP: You can do a combination VO by having both Customer Special Order parts as well as parts required for stock.
For the next step - when the parts come into your business, they will need to be receipted into stock.
Please review our article - How to Receipt / Receive Parts into your Inventory (including Sublets)