Assign Vendors to Sites

Overview:

The Assign Vendors to Sites function provides the ability for each Site to have all Vendors, or unique Vendors, assigned to it. COGS-Well support typically performs this feature for you when it is required (usually as part of setting up a new customer or an additional Site).

  • Things to know!

      • COGS-Well support typically performs this feature for you when it is required (usually as part of setting up a new customer or an additional Site)
      • This feature will only be accessible and visible to users who are given access to it.
      • This feature is typically only utilized by a System Administrator. 
      • This feature allows you to select a Site, and then assign Vendors
      • You can also assign Vendors to Sites in the Add or Edit Sites function.  Assign Vendors to Sites is just another option.

         Assign Vendors to Sites:

Vendors are set up and maintained via the Vendor setup feature. Site assignments can be made for vendors in this feature as well.  This feature allows you to select a Site, and then assign Vendors.  The Vendor setup function in Inventory, allows you to select a Vendor and then assign Sites. 

Assign Vendors to Sites:

To access the Assign Vendors to Sites feature, use the Sidebar to navigate to the Manage Vendors menu option and then select this feature from the submenu.  The screen below is utilized to add or edit Vendor Site assignments. All Sites in the system will be displayed in the name column. Select the Edit button next to the Site you want to add or change vendor assignments for:

Vendor Email Address: A master Vendor email address for orders is stored for each Vendor as part of the Vendor Setup.  You only need to enter a Vendor email address here if the Site sends its orders to a different email address than the master. 

Save, Delete, and Exit

At the bottom of the screen are the Save, and Exit buttons.

Save - Saves the entry or entries without exiting.

Exit -  Exits without saving any new entries or edits.

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