Associating vendors with stocked tools

You can associate vendors with a stocked tool and manage a list of vendors that supply a tool. The list can include vendors from which you have already ordered and vendors that you have not used. You can use the historical vendor data to compare vendor prices and delivery information.

Before you begin

Before you can associate vendors to a stocked tool, you must create the vendors in the Companies application.

Procedure

  1. In the Stocked Tools application, select the tool to which you want to associate vendors.
  2. On the Vendors tab, click New Row.
  3. Specify a value for the vendor.
    The values for the vendor, the vendor description, the currency, and the tax code are provided.
  4. In the Promised Lead Time (Days) field, specify the number of days for the vendor to supply the tool.
  5. Optional: In the Receipt Tolerance % field, specify or modify the percentage of stocked tools that can be received over the quantity ordered.
  6. Optional: If the stocked tool is not taxable, select the Tax Exempt check box. The buyer for your organization determines the tax-exempt status of tools.
  7. Optional: Complete the remaining fields to further define the vendor.
  8. Save your changes.