Supplier Maintenance

General Information

A supplier in M.O.M. is anyone from whom you purchase products. Each product set up in M.O.M. has one or more supplier codes associated with it. This screen contains all of the associated information for a supplier. The information in this screen is used primarily for the purchasing facilities in the system.

See Also

Maintain Stock Items

Purchasing Methodology

Order Product

How to Use the Screen

Enter or edit the information in the fields as required. When you complete the additions and or changes, press SAVE. To save the information as a new supplier, press SAVE AS and define the new supplier code. To exit without saving, press CANCEL.

Field Definitions

General

SUPPLIER IS INACTIVE- Check this option if you do not want to place any further orders with this supplier. When ordering product, this supplier and its associated purchasing levels will no longer be listed. If the purchasing levels associated with this supplier is the only purchasing   level for a dropshipped product, when you order the product, it will create an internal bin and will backorder.

NAME - the supplier's name. Note: If you are using the G/L interface to post A/P entries to your general ledger package, you must enter the name exactly as it is entered in your G/L package to avoid having duplicate suppliers in your G/L when using the M.O.M. Post A/P function.

ADDRESS - the supplier's address.

LEAD TIME FOR DELIVERY - the lead time for delivery from the supplier.   This is used with the Advanced Inventory Module.  For a supplier that does not have purchasing history and you know the lead time of products being delivered to your warehouse from the supplier   If the product does not have a lead time in the buylevel, then the lead time is based off of the supplier lead time.

CONTACT NAME - the contact name for the supplier.

PHONE NUMBER - the supplier's 10-digit phone number.

EXT.- Enter the extension of your main contact at the supplier's location.

FAX NUMBER - the supplier's 10-digit fax number.

E-MAIL ADDRESS - the e-mail address for the supplier if you want to use the e-mail send option below.

ADDITIONAL SEND OPTIONS - in addition to printing purchase orders, you can select either to send each purchase order as an E-MAIL then choose the E-MAIL format or FAX via MS Outlook 2000 (for e-mail and fax) or Symantec's Winfax program (for fax only.) In order to use either of these options, you must have the required software installed on your workstation/network.

Note: M.O.M. still prints purchase orders as a physical record or purchases even if either/both of the options above are selected.

DEFAULT INSTRUCTIONS TO APPEAR ON PURCHASE ORDERS - a set of default instructions that are printed on purchase orders to the supplier. Note: Any instructions entered in Purchase Order Review automatically overwrite the default message on that individual purchase order.

NOTES - any special information about the supplier kept for internal purposes only.

Accounting

ACCOUNT NUMBER - the ID assigned by the supplier to identify your business.  Select the Terms, COD/Pre-Pay or Credit Card.

PAYMENT TERMS - the payment terms established with the supplier.

DROP SHIP OPTIONS - to determine the zones based on the ship location of the supplier, select the CALCULATE SHIPPING CHANGES FOR DROP SHIP ITEMS FROM THIS SUPPLIER BASED UPON THE FOLLOWING US ZIP CODE _____   checkbox, enter the Zip Code of the supplier, then click on the LOAD ZONES button to load the zones based on the zip code provided.

SUPPLIER REQUIREMENTS - to set minimum requirements for a purchase order.

Select the MINIMUM UNITS TO ORDER IN A PURCHASE ORDER IN A PURCHASE ORDER EXCLUDING DROPSHIPPED MERCHANDISE and enter the unit amount AND/OR select the MINIMUM AMOUNT TO ORDER IN A PURCHASE ORDER IN A PURCHASE ORDER EXCLUDING DROPSHIPPED MERCHANDISE $ and enter the dollar amount.

REQUIRE MINIMUM VOLUME OR WEIGHT IN A PURCHASE ORDER EXCLUDING DROPSHIPPED MERCHANDISE- to set minimum dimension requirements for a purchase order Choose either MINIMUM VOLUME or MINIMUM WEIGHT and enter the minimum and maximum values.

Select the GENERATE PURCHASE ORDER ONLY IF THE MINIMUM REQUIREMENT ARE MET to only allow a purchase order to be created only when the minimum unit, volume and/or dollar amounts have been met.   This information will appear in the Pending Purchase tab.

LANDED COST DISTRIBUTIONS- choose how to calculate the cost of freight, taxes, and any adjustments, by either the volume of the item, the weight of the item, or the cost of the item.

Additional Information

Enter any customer information you may require. these fields must be created using the Supplier Demographics option.