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

Who are Primary Suppliers?

Primary suppliers are the ones to whom you prioritize over others for the re-ordering process because of their economical rates, deals & stock availability.

 

Benefit:

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Setting up primary suppliers can make your re-order process so easy. It can reduce your effort of checking the availability & selecting any one good supplier at the time of placing orders.

 

Real Time Scenario:

 

Suppose in your supermarket you mostly place purchase orders for the stock out items to the same supplier & every time you are selecting the suppliers manually. So pre-defining the Primary suppliers for the items can make this process so easy.

 

To know the steps, follow the below-mentioned process:

 

In this Document we will learn:

1. Two ways of setting primary supplier for an item

2. Way of setting primary supplier for set of items in bulk

1. First way of setting primary supplier for an item- From Item Master

 

Step1:  Go to MDM > Item Master Management > Item Master. 

Step2: Now click on 'Add item' in case you the Primary supplier needs to be added for any new item of click on 'Edit' if it needs to be updated for the Existing Item.

 

Suppose, selecting the Primary Supplier for Existing item. So, choosing 'Edit'.

Step3: In the 'Main Supplier' field, press 'Space Bar' Key to view  the list of the suppliers.

Step4: Select the supplier as per the requirement & Save it.

B. Second way of setting primary supplier for an item- From Item wise Supplier Master

 

Step1: Go to BPM > Purchase Management > Supplier Setting > Item wise Supplier Mapping.

Step2: In the Choose Item' field, select the item to select its Main Supplier.

Step3: Select the Main Supplier from the supplier list.

Step4: Now click on 'Mark as Main Supplier'.

Step5: As you can see, the software has marked the selected supplier as 'Main' & all the other suppliers as 'Others'.

To update the Suppliers in a Bulk, do the following steps:

 

Step 1: Go to MDM > Item Master Management > Item Master Bulk Update.

Step 2: Select All Outlets from the Choose Applicability list.

Step 3: Locate the Supplier column and filter the items you want and double click on the supplier names and Update.

Step 4: If you want to update multiple at a time, just filter the items and press 'Ctrl + C' to copy the value.

Step 5: Then drag and select the cells or press Shift + Down arrow to select the fields and press Ctrl + V to paste the values. Click on the Update button to apply the changes.

 

Conclusion:

 

This is how you can select the primary supplier for an item or the set of items in bulk which will help you in the re-ordering process.

 

FAQ:

 

      1. Can more than 1 supplier be marked as 'Main/Primary' Supplier?

      Ans: No, only 1 supplier can be marked as Main/Primary supplier.

       2.  Can we delete the primary mapping of supplier with the item?

      Ans: No, we can not delete the primary supplier mapping.

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