Managing vendors

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  • From the Data Management dropdown, select “Manage
    Vendors”.
  • From the “Vendors” page, you can view and manage your
    Vendors, Vendor Addresses, Account Numbers, Expected
    Order and Delivery Days, Global Vendor Options, and
    associated Items.


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  • To add a new vendor select the "plus symbol" in the upper
right of the "Vendors" section and fill in the new vendors's
name.


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  • Once you have created your new vendor, you can add Address
by selecting the "plus symbol" in the upper right of the
"Addresses" selection, filling in the fields and selecting the green
"check mark".


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  • To assign the vendor-specific Account Number, Simply enter it into the empty
field in the Account number section.


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  • To set your expected order and delivery days of the
week in the displayed schedule(you can increase the number of weeks displayed
by selecting the "plus symbol" next to the "Number of weeks" text).


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  • in the "Edit schedule" box that pops out, you can choose
whether this is to be an "order by" or "Delivered on" day,
choose the appropriate time, and select "Save Changes".


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  • In the Global Vendor Options section, you can select to require Expiration on
ALL items or set a “Default Expiration” in number of Days/Weeks/Moths/or Years


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  • To associate Items to a specific Vendor, select the “plus symbol” in the upper right of the
    “Products” section to the right of the screen
    • To locate the Item, type all or part of the name of the Item, and select “Search” and
      select “Save”


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