Step-by-Step
To enable a secondary Vendor:
Open eGenuity.
Click on the InventoryManagement tab.
Click on the Vendor Setup icon.
Search and select a vendor Select Search at the bottom of the screen.
Select a vendor from the list to make a secondary vendor.
Click on the Is Secondary Vendor? checkbox
The. This will:
Select and Gray out the Is Nonstock Vendor is automatically checked and grayed outThe ? box.
Gray out the Automatic Purchase Orders box is grayed out.
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To place an
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7. Save or Select F5 on our keyboard.
Creating PO order with the secondary Vendor. :
Note: The goal is to help keep the usage more accurate so when placing orders with the primary vendor the customer’s order is more accurate.
From the Inventory Management Tab
Click on Purchasing and Receiving/Receiving from the left side panel.
Click on the Edit Order button icon.
Click on the Add button at the bottom of the screen.
Select the Secondary vendor from the dropdown and click Save.
Note
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: The PO number is displayed when you click on the Add button. The purchase order is not created until the Save button is clicked.
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Click on the Items
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Tab. At this point you can
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Enter in
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an item code
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.
Checkmark the Show All Items
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Box
The show
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All Items option will list all the
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inventory items that are normally stocked.
A few things to Note:
When ordering an item, the primary vendor (which is the last vendor an item was purchased from) and the primary vendor cost are displayed in the grid. A quantity and cost must be entered before the purchase order can be saved. If not then a warning box will appear
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Error waning box
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Any item can be added to the purchase order and does not have to be the same primary vendor.
If you click on the checkbox for Show All Items only the items with quantities will be displayed
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Editing and Completing Orders:
If the order is not complete , then the customer can click on the save button and simply click Save and you will be able to add items to the order laterat a later time.
If the order is ready to complete, then the customer can click on the summary page and select the Order radio button before clicking on the Save button
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Once the purchase order is marked as ordered then the customer can click on the Receive icon to receive the items into inventorySummary tab.
Select the Ordered radio button
Select Save at the bottom of the screen or F5 on your keyboard.
Receiving Orders:
From the Inventory Management Tab.
Select Purchasing/Receiving from the Left Side Panel.
Click on the Receive Order icon.
Select the vendor and click on the Load button
All items from all purchase orders for the secondary vendor will be displayed.
The normal receive inventory processes are the same.
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Can click Receive All button
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Receive inventory process remains the same, your options are:
Select the Receive All Items Button.
Manually input the number of items
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received.
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Click on the save button Save when done receiving itemsReceiving Items.
The report will show the primary vendor and primary vendor cost
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Enhancements
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Updated the *.egenuitydns.com SSL Certificate
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Revalue Inventory
Note was not being saved
Changed to handle the first transaction for an item at the store
Changes to handle a 0 quantity but $ > 0
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Removed Car Wash Web Sites, the compressed file is about 40 meg smaller
Fixes / Resolutions
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Sales Tracking Report now only includes surcharges that are > 0 (DI-1426: Sales Tracking - Surcharges Subsection SQL FixDONE )
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Central Office - New stores were not replicating and had to manually be added to the dbo.CentralOfficeStores table.
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PO Auto Order - Run time error has been fixed
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Removed the validation check to ensure SQL Server Full Text Indexing was installed
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