Manufacturer & Vendor Management

Vendors and Manufacturers are created and managed in the same section in Yellow Dog Inventory. A vendor is required, while manufacturers are optional, unless your POS requires them.

Creating & Editing Vendors/Manufacturers

• Navigate to the Manufacturers and Vendors section and click Create New Vendor. You will be prompted to enter the Vendor Name. Click OK when complete.
  
• From the Details screen, you will see that a Vendor Code is automatically generated by the system. You can replace the generated code with your own if you prefer.
  

• From the Stores tab, you can choose which stores the Vendor will be available to. Check the box in the “Available” column of the appropriate store(s).
  
• You can also enter Accounting ID, Account Number, Tax Number, Terms and Customer Number as they are related to each store.
  
• You can now also mark Receipts or Invoices as Prepaid, either automatically or manually, and they will not be included in your accounting export.   If a vendor will always be prepaid, use the check boxes in the Vendor Editor’s Stores tab to have the designated document type(s) set as prepaid for that vendor in the selected store. Once this has been configured, every time that type of document is created for that vendor in that store, it will automatically be marked as Prepaid.

• The last section is the Contacts tab. From this screen you can enter in Vendor contact information including Email, Address, Phone Number and Fax number.
  
  • You can also determine what stores the contact is valid for and if the address entered is used for both Order From and Return To. Entering in email addresses is particularly helpful if you plan on emailing purchase orders directly to vendors.
    

• To complete the Vendor creation process, click Save and Close in the bottom right corner.
  

Managing Vendors/Manufacturers

From the main Vendors and Manufacturers screen, you have the ability to view a variety of Vendor specific information such as: Active SKU’s, Inactive SKU’s, Total On Hand, Assigned as…, etc. You can also Create New, Edit, and Remove Vendors.

Primary Vendors

Yellow Dog now allows for Primary Vendors to be selected for items. To set this as a feature, navigate to System Setup. Under Global Options/Purchasing, select “Force Purchasing Documents to respect Primary Vendor”.

Then, under the item, on the Vendors tab, set the Primary Vendor for the item. If a Request or PO is created for the non-Primary Vendor and the item is added, this popup notification is generated. Users will also see this notification if they attempt to convert a Request into a PO using a non-Primary vendor for this item.

Contract Price with Tolerance of Deviation

To help manage vendor prices for items when they are contracted to stay at the same price or within a certain price range, set a Contract Price along with the acceptable positive and negative Deviation Percentage in the Item Editor's Additional Vendors tab.

See prices that deviate more than the tolerated percentage in the Invoice Records / Price Changes report. You can also filter this report to only show items with contract price deviation. There is also a new permission to edit and view these fields.

NOTE: Items must have Contract Price and Thresholds set up to have data in these new report columns.