Add a Vendor

The supplier or manufacturer of a product is considered as a Vendor in Book4Time. You must create vendors to create purchase orders and re-stock inventory.

To add a vendor:

Step 1: Navigate to the Vendor Profile Page

1. From the main menu, navigate to Admin > Vendor Management. 
2. Click Add New.
   
   The Vendor Profile opens on the right side of the screen.
3. Complete the following fields in the Vendor Profile:
   • Account Number: Enter the account number assigned by the vendor.
   • Vendor Name: Enter the name of the vendor.
   • Credit Limit: Enter the credit limit. If none applies, enter "0".
   • [Optional] Terms: Select the payment terms for the amounts due to the vendor.
   • [Optional] Notes: Enter any notes applicable to the vendor.
   • Click Accept.
     
     A confirmation prompt appears. Click Close to continue.

Step 2: Add the Vendor Address

1. Click the Address tab and complete the following fields:
   • Street/City: Enter the Street (number and street name) and city in the designated fields.
   • Country: Select the country from the drop-down list.
   • State/Prov: Select the state or province.
   • Zip code: Enter the zip code for the address provided.
   • Click Accept.
     A confirmation prompt appears. Click Close to continue.

Step 3: Enter Vendor Contact Details

1. Click the Contact Info tab and enter the vendor contact's first name, last name, e-mail address, cell phone, business phone, and fax phone in the designated fields.
2. Click Accept.
   A confirmation prompt appears. Click Close to continue.

Step 4: Enter Vendor SKU Details

1. Click the Vendor SKU's tab and complete the following fields:
   • SKU #: Enter the SKU number of the item to add or click on  to search for the product. If searching for the item, click the Select link next to the item.
   • [Optional] Vendor SKU: If the vendor uses a different SKU for the same product, enter the vendor SKU number in this field. This SKU number appears on raised Purchase Orders.
   • [Optional] Pref: Click the checkbox if this is the preferred vendor to purchase this item from.
     Note: When a preferred vendor is set up for a product, a warning message appears each time the product is ordered from a different vendor.
     Note: There can only be one preferred vendor for a product. If another vendor is selected as preferred, the system automatically disregards the first vendor and uses the second vendor as the preferred vendor.
   • [Optional] MOM: If there is a minimum order multiple, enter the number in the MOM field. MOM stands for Minimum Order Multiple. This means that the product must be ordered in multiples provided in the MOM field. For instance, if you add 10 in the MOM field, every time you raise a purchase order, you must order in multiples of 10 such as 10,20,30, and so on. 
   • Click Add.
     
     Repeat steps 6 to 10 until all items are added.