Order by Vendor Groups

ORDER BY VENDOR GROUPS

This Tip Sheet covers how to create Vendor Groups and how to Order by Vendor Groups. This may be a good option for products such as Craft Beer and Wine where there are numerous vendors, typically with smaller or blended product portfolios.

From POS Manager, go to: Vendors>Vendors Group

Click the “+” (add record) icon

The Vendor Group Editor will open

>Assign the new Vendor Group an ID number >Give the group a description (Group Name)

>Tick the ‘Vendor’ flag

>Save the new group

Close/exit ‘Vendor Groups’

Setting Vendor Groups

From POS Manager, go to: Vendors>Vendors Maintenance

>Select a Vendor >Set the Vendor Group for this Vendor >Save (Continue until setting the Vendor Group for the desired Vendors)

Note: Make sure to enter the email order desk address if you’d like to automatically email orders upon completion.

Ordering by Vendor Group

From POS Manager, go to: Reports>Inventory>Re-Order V.2

(You may or may not have a pre-set speed button for the Re-Order V.2 guide)

>Calculate sales as usual

>Tick the Vendor Group box

>Select the Vendor Group >Click “Apply” >Enter ReOrder quantities as usual

Note: Total units per Vendor in the Vendor Group are displayed in red.

When satisfied with the orders, >Click “Create Orders” >Click “Yes” for ‘Would you like to create orders?’

Sending the newly created orders

Click “OK” to acknowledge the orders created

Each order will open for action. Email the order: Select the email icon. If an email address is entered in the Vendor’s information (Vendor Maintenance), the email address will automatically be entered in the “To” field of the message and the order file will be automatically attached.

Alternatively, orders can be printed and faxed or used to call order desks.

The orders are automatically saved and can be accessed via ‘Orders’ for further review, action or receiving.