Adding Vendors using the Shipment Button on the Inventory Page

Modified on Tue, 5 Aug at 11:46 AM

In this article, we will guide you through the steps to add a vendor using the 'Shipment' button on the inventory page.


Things to know:


  • The ability to add vendors using the "Add Shipment" button on the Inventory page is governed by the "Manage Inventory Vendors" access control setting.
  • For franchise businesses, you can add a vendor at both the parent and child levels using the "Add Shipment" button.
  • To add a vendor for a global product, use the "Add Shipment" button at the child level.
  • Steps for Adding a Vendor:
    • After typing the vendor's name in the "Vendor" field, press Enter to save the name and create a profile for the vendor.
    • If no quantity is entered in the "Quantity in This Shipment" field, a vendor profile will be created, but no product will be assigned.
    • If a quantity is entered, the product will be automatically assigned to the vendor profile.
  • Vendor Information for Future Shipments:
    • Once a vendor is added, the vendor's name will automatically appear for future shipments of the same product.
    • If the next shipment comes from a different vendor, you will need to manually update the vendor information.
  • Inventory Export: When exporting inventory, if a product has multiple vendors assigned, the most recently added vendor will appear as the product’s vendor in the export file.
  • Inventory Report: The inventory report includes all vendor names associated with each product, along with shipment details for each vendor.
  • Product Sales Detail Report: When you filter the Product Sales Detail report by date range and vendor, it will only display products sold from that specific vendor’s shipments during the selected period. If no sales occurred from that vendor’s shipments within the chosen timeframe, no data will be shown for that vendor.


To manually add a vendor using the shipment button:


1. Go to POS > Inventory

2. Select the dropdown arrow next to the product you want to add the vendor to

3. Next, select the shipment icon

Inventory-MyTime (1).png

4. When the modal appears, enter the vendor name in the Vendor field then press enter on your keyboard.

Inventory-MyTime (2).png

 

Inventory-MyTime (4).png

5. Save

6. The vendor you created in step 4 will be shown in the vendor list on the Vendor Profile page.

Vendors-MyTime (1).png

 

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