PO: Secondary Vendor Guide- 7/28/2022

Step-by-Step

To Enable a Secondary Vendor:

1. Open eGenuity.

2. Click on the Inventory Management tab.

3. Click on the Vendor Setup icon.

4. Select Search at the bottom of the screen.

5. Select the appropriate Vendor from the list.

6. Click on the Is Secondary Vendor? checkbox. This will:

   1. Select and Gray out the Is Nonstock Vendor? box.

   2. Gray out the Automatic Purchase Orders box.

Open

7. Save or Select F5 on your 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.

1. From the Inventory Management Tab

2. Click on Purchasing/Receiving from the left side panel.

3. Click on the Edit Order icon.

4. Click on the Add button at the bottom of the screen.

5. Select the Secondary vendor from the dropdown and click Save.
   
   

   Open

   

   
   Note: The PO number is displayed when you click on the Add button. The purchase order is not created until the Save button is clicked.
   
   

6. Click on the Items Tab. At this point you can:

   • Enter in an item code.

   • Checkmark the Show All Items Box

     • The show All Items option will list all the 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
  
  

• 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

Editing and Completing Orders:

1. If the order is not complete simply click Save and you will be able to add items at a later time.

2. If the order is ready to complete, click on the Summary tab.

3. Select the Ordered radio button

4. Select Save at the bottom of the screen or F5 on your keyboard.
   
   

Receiving Orders:

1. From the Inventory Management Tab.

2. Select Purchasing/Receiving from the Left Side Panel.

3. Click on the Receive Order icon.

4. Select the vendor and click on the Load button

5. All items from all purchase orders for the secondary vendor will be displayed.

6. The Receive inventory process remains the same, your options are:

   • Select the Receive All Items Button.

   • Manually input the number of items received in the table.

7. Click on Save when done Receiving Items.

8. The report will show the primary vendor and primary vendor cost: