Do you know how to set up a Primary Supplier for an Item/set of Items in bulk?

Who is your Primary Supplier:

Your Primary Supplier is the one whom you give the most priority for all your orders for the line of items they supply. They will be your Main Supplier set in your ERP system.  

 

Benefits: 

By setting the Primary Supplier, you can prioritize the reordering system and make the Purchase Order simplified. All the Items which are mapped with Main Distributors will be loaded on the Reorder screen seamlessly.  

 

To update the Primary Supplier or the Main Distributor for an article/ set of articles, follow the steps below:

Step 1: Go to Inventory > Masters > Items

 

Step 2: Then click on F4 Edit button to bring up the Item List LOV for edit.

(Note: Key settings may vary from user to user, you can click on the blank button just beside F1 Key to change the key combinations to find the desired key)

Step 3: Select the desired item from the list and press enter.

 

Step 4: Then click on the Re-Order Tab and press F2 in the Main Distributor field. The Supplier Details LOV will appear. Then select the desired Supplier from the list.

 

Step 5: Then click on the F6 Save button to save.

(Note: Key settings may vary from user to user, you can click on the blank button just beside F1 Key to change the key combinations to find the desired key)

 

To update the Main Distributor in a Bulk, do the following:

Step 1:Press Ctrl + F3 Bulk Update button. It will bring the Bulk Update window.

(Note: Key settings may vary from user to user, you can click on the blank button just beside F1 Key to change the key combinations to find the desired key)

Step 2: Then locate the Main Distributor field and, based on your filters or searching criteria, select the Distributor name from the list and press Enter button.

 

Step 3: Then press Ctrl + C to COPY and then Ctrl + Shift + V to PASTE the values on the entire column.

*** Note: The column values will become Blue in colour. This is the identification that the changes are saved.

Then click on the Save button to apply the changes.

Step 4: Then click on Yes to apply the changes.

 

It may take time based on the number of items. See the progress bar for your reference.

 

After the update is done, the below pop-up will come.

 

 Click on Exit and then click on Yes to exit from the Bulk Update screen.

 

Conclusion:

Setting up the Main Distributor or Supplier will simplify the reordering process.

Related Links:

• Related Articles

• Do you know how to assign Items to the Item Hierarchy/Categories in Bulk?

  Meaning of Item Hierarchy Level: Item hierarchy level refers to the level of classification or grouping of products in a hierarchical structure. In retail businesses, this hierarchy can include various levels such as department, category, ...

• Do you know how to set up a Supplier Calendar / Reorder Days for a supplier?

  Concept of Supplier Calendar / Reorder Days for a Supplier: In retail business, a supplier calendar is a schedule that outlines the delivery of goods or services from the supplier to the retailer. It is an important tool for managing the supply chain ...

• Mandatory Categories for Seed Items

  Mandatory Categories for Seed Items In RetailEasy Fertilizer POS, the purpose of the mentioned details for seed items is to provide comprehensive and organized information for efficient management and sales of seeds. These details serve to categorize ...

• Types of Items for Optical Business

  Types of Items for Optical Business Purpose: RetailEasy Optical is a POS (Point of Sale) software designed specifically for optical businesses, helping them manage their sales, inventory, and customer information efficiently. The "Item types" in this ...

• Set Default Expiry Return Quantity for Items

  Set Default Expiry Return Quantity for Items Purpose: 1. Compliance with Regulations: Pharmaceuticals are subject to strict regulations, and returning expired products is often a legal requirement. By setting a default expiry return quantity, the ...