Vendors
Off the Shelf provides extensive purchase order management capabilities, keeping your vendors and supply chain running smoothly.
Last updated
Off the Shelf provides extensive purchase order management capabilities, keeping your vendors and supply chain running smoothly.
Last updated
You buy Parts from Vendors by issuing Purchase Orders. The Vendor tools will allow you to store Vendor contact information, track which parts each Vendor supplies, create Purchase Orders and search past purchasing history. The Vendor Overview page will show you a list of all your active vendors where you can add, search and select specific vendors.
You can add a Vendor three ways:
Select “Add Vendor” plus button on the Vendor Overview page. Start by entering the company name. You will then be navigated to the Vendor Overview page.
You can also Add a Vendor while Adding a New Part. Select the plus button in the Parts overview page, name your part and type in the Vendor name and a Vendor will automatically be created in addition to the Part.
Similarly, you can Add a Vendor when you are creating a new Purchase Order. Select “Add Purchase Order” from the Purchase Order Overview screen. Type in a new vendor, and it will be automatically created in addition to the Purchase Order.
- Using this method, you will need to link this new Vendor to applicable Parts prior to continuing by editing the Parts’ Vendor information.
Once a Vendor has been created, use this view to see the 10 most recent PO’s, create a new PO, and see an exportable list of all the Parts they supply for your business.
Use the edit Chevron to add or edit the Vendor’s information, including Name, Contact, Address and any applicable notes. You can also delete the Vendor from this view. Note, Vendors cannot be deleted if they have Purchasing History.
