WHERE : BOM / Documents / Vendors
Vendors ( aka Suppliers ) are how you get Inventory and associated Costs into OscarPOS Cloud.
Later topics will discuss raising Purchase Orders, Receiving Goods & Services, etc.
For now, we will just look at creating / editing / viewing / deleting your Vendors.
Navigate to BOM / Documents / Vendors
- Refresh : the list
- Add : A new Vendor to your registered list
- Delete : Selected Vendor / Vendors
- Make Order : To create a Purchase Order
- Filter : Set criteria against registered Vendors
- Search : For a string or partial Vendor name
- Import : A fast way to create Vendors using XLSX
- Archive : A list of deleted Vendors with option to Restore
Add New Vendor
Navigate to BOM / Documents / Vendors / Add
There are a lot of fields here, but only some of them are *required.
Fill out what is going to be useful to you, don’t forget to make them <Active> and click <Save>.
Edit & View Vendor
Navigate to BOM / Documents / Vendors and select the Company Name of the Vendor you want to edit or see purchasing / inventory information about. OscarPOS Cloud will keep a record of the work you have done with your supplier such as purchase orders, order status, etc.
Note the TABS across the top of the page
General : Review and edit basic information about your Vendor. Don’t forget to click <UPDATE> to keep any changes.
Purchasing Orders : Select this tab for a list of Purchase Orders raised against your Vendor. You will also see the creation date & the order status. Select the PO# to drill down for a detailed view of your purchase order.
Receivings & Shipments : Displays a list of Acts of Receiving of Inventory Items. As always, click on the links on the page to drill down for detailed information.
Inventory Items : Will display a list on the Inventory Items you have purchased from your Vendor. As well as links you can drill down into.
Delete a Vendor
Select one or more tick boxes and press <Delete>.
The Vendor will be “deleted” and placed in your <Archive>.
It should be noted that you cannot <Delete> a Vendor that has existing Applied Inventory Documents.
OscarPOS Cloud lets you prepare a spreadsheet to import a large number of Vendors very quickly.
First, down load the XLSX Template by navigating to BOM / Documents / Vendors and selecting <Import Vendors>.
Secondly, populate the spreadsheet with your data. Please note that some fields a re *required and will be marked as such.
Lastly, return to the Import Vendors dialogue, select you updated template and click on <IMPORT>.
Creating and managing a Vendor / Purchase Order is covered under Purchase Orders.