Creating suppliers and supplier items^M

• Create a supplier

  Each supplier item is linked to a specific producer or supplier. There must therefore be an address for each supplier, which includes product range and delivery details.

  1. Open a new or existing  account (Creating a new account).
     Note: Whether you assign the "Supplier" category to the address has no effect on the purchasing module. You can find suppliers in the search via the field Suppliers under the fields of  Advanced search.
  2. The first supplier item must be created via  Item >  Supplier item by selecting the address as the supplier. (Create a new supplier item in the sales item). As soon as a  supplier item exists for the address, a new tab Purchasingappears in the side address navigation. 
  3. Enter the details  for this supplier at Purchasing , which are offered directly when creating a new order:
     1. Lead times, Delivery series or Return series
     2. Order templates and other default settings 
  4. Mark the account in the same window at the top right as  Main supplierif you want to limit the selection of suppliers to your favourites in the purchasing Summary.
  5.  Save your input by clicking on the icon in the top left-hand corner of the input window.
• Create a new supplier item within the master item

  Der Lieferantenartikel meint Artikel so, wie sie von einem bestimmten Produzenten oder Lieferanten angeboten werden – mit Preis, Gebinde und Qualität. Für jeden Artikel, der eingekauft wird, kann es deshalb mehrere Lieferantenartikel geben - von verschiedenen Lieferanten, in mehreren Gebindegrößen, unterschiedlichen Qualitäten oder zu bestimmten Konditionen.

  1. Open the  master item.
  2. In the item navigation on the side, left-click on  Supplier item. A list of any existing supplier items will open.
  3. Aktivieren Sie in der horizontalen Werkzeugleiste mit Klick auf die Schaltfläche für diesen Artikel den  Einkauf.
  4. Click on  New. The input window for a   supplier item opens.
  5. Select an existing account as  Supplier account or create a new account on request.
  6. Jeder neue Lieferantenartikel ist standardmäßig über die Schaltfläche oben links für den  Einkauf aktiviert. Mit Klick auf die Schaltfläche kann er aber ggf. deaktiviert werden.
  7. Geben Sie Angaben zum Einkaufsgebinde (Verpackungseinheit) und Inhalt ein. Die Inhaltseinheit wird automatisch aus dem Ursprungsartikel übernommen und ist nicht änderbar.
  8. To be able to enter smaller subpackages, activate with subpackage.
     Example: Strawberries in a crate
     Container > crate; gross content > 6 kg; net content > 6 kg
     Number of sub-packages > 12; Sub-packages > tray; Gross content > 0.5 kg; Net content > 0.5 kg
     Note: Bp Event automatically calculates the missing data.
  9. Enter a purchase price with an expiry date.
     Note: If no price is specified, the supplier item does not appear in the purchasing overview.
  10. On the tab  Additives you can enter allergens and nutritional values that can later be transferred to the sales item. Left-click on  Default value to transfer values from other supplier items that already exist for this item.
  11.  Save and close the supplier item to return to your master item.
  12. To mark a supplier item as a favourite, select it in the list of supplier items and click on Standardin the horizontal toolbar of the list. This item is labelled as a standard item in Purchasing using bold formatting.
• Copy supplier items within a master item

  If you want to take over the supplier's account, the container size or additions for a new supplier item, copy an existing item and change it accordingly.

  1. In the list of existing  supplier items select the desired item
  2. Click on  New >  Copy.
  3. The input window for a new supplier item opens, pre-assigned with all the details of the copied item.
  4. Change the information that you do not want to accept.
  5. To link the supplier item to another master item, change the assignment of the supplier item.
  6.  Save and close the supplier item to return to your master item.
• Create a single supplier item for a master item within the supplier account

   Supplier items can also be created via the supplier's account, individually or in a list. They can be linked to a master item directly when they are created.

  1. Open the supplier  account .
  2. Go to the  Purchases tab in the side navigation and click on  Range  for a list of existing supplier items.
         Note: At least one supplier item must first be created for this address via a master item so that the tab Purchasing appears in the page navigation.(Create a new supplier item in the sales item)
  3. Click on New in the horizontal toolbar of the tab  Assortment and use the item search to find the desired master item for which the supplier item is to be created. If the master item itself has not yet been activated for purchasing, it can be activated here if necessary.
  4. Double-click on the item to open the input window for a new supplier item directly.
  5. Geben Sie unbedingt einen Preis an, damit der Artikel später in der Einkaufsübersicht erscheint.
  6.    The newSupplier itemis activated by default for Purchasing . Deactivate by clicking on the button if necessary.
  7.  Save your input by clicking on the icon in the top left-hand corner of the input window.
• Create multiple supplier items in the supplier account by list editing

   Supplier items can also be created via the supplier's account, individually or in a list. They can be linked to a master item directly when they are created.

  1. Open the supplier  account .
  2. Go to the  Purchases tab in the side navigation and click on  Range  for a list of existing supplier items.
  3. To create several items at the same time, click on the drop-down triangle   List creation to open a new list window.
  4. Click on  New in the horizontal toolbar above the list and search for the desired items. Only items that have been activated for purchasing will appear in this search.
  5. Mark the desired items in the result list by holding down the left mouse button and  Apply them.
  6. In the new list, add further details about the items. The item will only appear later in the purchasing overview if a price is also specified.
  7. Bestätigen Sie mit einem Häkchen in der Spalte OK, dass Sie die Artikel so übernehmen wollen.
  8.  Save your input by clicking on the icon in the top left-hand corner of the input window.
• Create a supplier item within the supplier accoun without link to a master item

   Supplier items can also be created without a link to a master item. These items can later be linked to master items via  item >  supplier item >  link .

  1. Open the supplier  account .
  2. Go to the  Purchases tab in the side navigation and click on  Range  for a list of existing supplier items.
     Note: At least one supplier item must first be created for this address via a master item so that the tab  Purchasing appears in the page navigation. (Create a new supplier item in the sales item)
  3. Click on New > New without master item in the horizontal toolbar of the tab to open the input window for a new supplier item directly.
  4. Be sure to enter at least one name and price so that the item appears later in the shopping overview.
  5. The new  Supplier item is activated by default for  Purchasing . Deactivate by clicking on the button if necessary.
  6.  Save your input by clicking on the icon in the top left-hand corner of the input window.
• Link a master item to an existing supplier item

  Supplier items that were created without assignment to a master item via the supplier account and the supplier's assortment must subsequently be linked to master items in order to make them available for purchasing.

  1. Open the  master item.
  2. In the item navigation on the side, left-click on  Supplier item. A list of any existing supplier items will open.
  3. Click on  New >  Supplier item. The option is only offered if there are supplier items that are not yet linked to a master item.
  4. A list of all  suppliersthat do not yet have assigned supplier items appears.
     Note: Each supplier item can only be assigned to one master item. However, a master item can have several supplier items.
  5. Select the desired supplier. A list of all supplier items not yet assigned to this supplier opens.
  6. Select the desired supplier items by holding down the Ctrl key and left-clicking and  Apply . Multiple selection is possible.
  7.  Save and close  You can save each transferred item individually.
• Link a supplier item to an existing master item subsequently

  Supplier items that were created without being assigned to a master item can also be subsequently linked to master items via the supplier's assortment list.

  1. Go to  Supplier address >  Purchasing >  Product range. A list of any existing supplier items will open.
  2. Open the desired  supplier item.
  3. Click on the dropdown triangle next to the (empty)  Item name and select either  New,   Search or   Most recent to assign a master item.
  4.  Speichern und  schließen Sie.
• Change the prices of supplier items

  The prices of several  supplier items can be edited most easily in a list.

  1. Open the Supplier account > Purchasing > Assortment.
  2. Click in the horizontal tool list on  Edit prices in list .
  3. Enter an effective date for the new prices in the toolbar at the top, enter the new prices and confirm your changes by ticking the box in the column OK?.
  4.  Save your input by clicking on the icon in the top left-hand corner of the input window.
• Change the assignment of supplier items

  The assignment of  supplier items to master items can be resolved via the supplier address or in the master item. Supplier items can also be  deactivated in the master item.

  1. Open the Supplier account > Purchasing > Assortment.
  2. Open the  supplier item with a double click.
  3. Open the options for the item by clicking on the drop-down triangle of the linked master item    and select  Release assignment.
  4. In the same way  search you can select another master item to link or directly open the  new creation for a master item.
  5.  Save your input by clicking on the icon in the top left-hand corner of the input window.
• View all deliveries for one supplier

  All purchase orders from a supplier can be viewed in a list and opened directly.

  1. Click on  Purchasing >  Deliveries and select the  period   in the side navigation of Supplier account. A list with all deliveries from this supplier appears.
  2. Open individual deliveries by double-clicking.