Vendor Group Setup

Overview:

Vendor Groups can be used to group vendors with common characteristics such as Produce or Meat vendors, or such as vendors that you order from on Mondays. Order groups can be used during the order entry process.

Add, Edit, or Delete Vendor Groups:

To add, edit, or delete Vendor Groups, navigate to Inventory>Setup>Vendor Groups. Upon selection, a Vendor Group "Find Grid" will display any Vendor Groups that have been previously set up.

To view or edit an existing Vendor Group, double-click the row, or click on the edit button, of the row you wish to view or edit. To add a new Vendor Group, click the blue "Add" button at the top center of the grid. We will select to view the Produce Vendors group to review the fields for configuration:

Group Name: Give your group a name that will be easy for you or other users to recognize.

Active: A new Vendor Group will default to being flagged as active.

Available to All Sites: If you have multiple sites, you can flag the Vendor Group to be applicable to all sites. If this box is not checked, then a tab will be added for you to assign sites to this Vendor Group.

Vendors Tab:

The Vendors tab is used to select the vendor or vendors to assign to this Vendor Group. The Vendor assignment feature utilizes dual list boxes. The available vendors are in the left box and the selected vendors are in the right box. Put a check mark, or check marks, next to any available vendor that you want to select, and use the arrow key to move them to the selected box.

Copy Items from One Group to Another:

Vendors can be copied from one Vendor Group to another by using the "Copy Vendors" button at the bottom of the dual list box for available and selected Items. The Vendors in the Group that you select to copy from, will end up in the Selected Dual List Box.

Below is an example of the Copy Items feature if you click on the Copy Items button:

Use the drop-down to select the group that you wish to copy from. The copied vendors will go into the selected list box underneath any vendors already selected.

Sites Tab:

If you selected to assign this Vendor Group to specific Sites, then you will see and can select the Sites tab. The Sites tab also uses dual list boxes to allow you to select from the available sites:

Save and Exit

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

Save - Saves the entry or entries without exiting.

Exit - Exists the feature.