Change Suppliers

Contents of this Topic: Show

Overview

Description of the Screen

Change Supplier screen: Add a supplier to inventory records

Change Suppliers screen: Change products from one supplier to another supplier

 

Methods to Select Product Records to Change

Select SKUs that: Drop-down List

Begin with
End with: Radio Button
Build List Button

Select SKUs to Modify Section  

Search Button
Add to List Button
SKU Starts With Buttons

Change Type Selection Box (not labeled as such in the program)

Add Supplier Radio Button

Change Supplier Radio Button

Set as Primary Supplier Check Box

Add: Drop-down List:

From: Drop-down List  

To: Drop-down List

The Right-Hand Pane (not labeled as such in the program)

This section of the screen contains the list of SKUs (inventory records) that are candidates for change.

Clear List Button

Delete Button

Make Changes Button

Local SKU Column

Supplier's SKU Column

Unit Cost Column

Add Supplier's SKUs Button

For use as Supplier's SKU Section

Use supplier's own SKU Radio Button
      • select this button to enter the value of the Local SKU field in the Supplier's SKU field

Use your Local SKU Radio Button
      • select this button to enter the value of the Local SKU field in the Supplier's SKU field

For Entire List Radio Button
      • select this button to change the value of the Supplier's SKU field to the corresponding Local SKU value for every inventory record in the list when Update List is clicked

For Selected Item Button
      • select this button to limit the scope of the action of the Use supplier's own SKU or Use your Local SKU radio buttons to a single item when Update List is clicked

      • to select a single a item, click its row in the right-hand pane

How to Build a List of Records to be Changed

Method 1: (Select SKUs that: Section)

  1. Select Begin with or End with from the drop-down list.

  2. Enter a string of characters in the adjacent text field.

  3. If adding a new supplier record to the product, select the Add Supplier] radio button, and skip to step 5. Otherwise proceed with the next instruction.

  4. The Change Supplier radio button is selected by default when this screen is opened.

    1. Choose the supplier record to be replaced in the From: drop-down list.

    2. Choose the supplier record that will replace the current supplier record in the To: drop-down list.

  5. Click the Build List button.

  6. A list of records (SKUs) matching the criteria in the text field appear in the right-hand pane.

  7. Continue adding records to the list or make the desired changes to the records in the right-hand pane.  

Method 2: (Select SKUs to Modify Section)

Scenario A: Using the Search Button

  1. Click the Search button to open the Search Inventory screen. Refer to its Knowledge Base topic for information about using that screen.

  2. When a SKU (inventory record) is selected at that screen, it appears in the SKUs to Modify list box.

  3. Click on the SKU in the Select SKUs to Modify list.

  4. Click the Add to List button and that record appears in the right-hand pane.

  5. Continue adding other records or proceed with making the desired changes to the records in the right-hand pane.

Scenario B: Using the SKU Starts With Buttons

  1. Click on the button of a number or letter to see a list of records that start with that character in the Select SKUs to Modify pane.

  2. Click on the row the SKU to be changed.

  3. Click the Add to list button to have this record appear in the right-hand pane.  

  4. Continue adding other records or proceed with making the desired changes to the records in the right-hand pane.

Method 3: Using the Add Supplier's SKUs Button

  1. Click the Change Supplier radio button.

  2. Select a supplier in the From: drop-down list.

  3. Click the Add Supplier's SKUs button.

  4. All of the inventory records that are associated with the selected supplier appear in the right-hand pane.

  5. Continue adding other records or proceed with making the desired changes in the right-hand pane.

How to Change Supplier Records for a Group of Inventory Items

  1. Build a list of records to be changed by using one of the methods described elsewhere in this topic.

  2. Click the Change Supplier radio button. (selected by default when this screen is opened)

  3. Choose the supplier record to be replaced in the From: drop-down list.

  4. Choose the supplier record to replace the current supplier record in the To: drop-down list

  5. If the new supplier record should be designated as the Primary Supplier for the selected products, leave the check box marked. Otherwise, clear the box.  

  6. Optional: Select whether to use the suppliers own SKU as the Supplier's SKU in the inventory record or to use the value of the Local SKU field as the Supplier's SKU. Choose to make that change for a single record or all records in the right-hand pane.

  7. Optional: Edit the Unit Cost values of the records in the right-hand pane.   

  8. Click the Make Changes button.

  9. The program prompts for confirmation.

  1. Click OK to proceed with the change or Cancel  to abort the changes.

  2. The program may prompt the user again if it detects other issues:

  1. Click OK to proceed with the change or Cancel  to abort the changes and correct the other issues.

  2. Finally, the program prompts the user to acknowledge the completion of the changes.

  1. Click OK  to end the dialog.

How to Add a Supplier Record to a Group of Inventory Items

  1. Backup the store data file.

  2. Build a list of records to change by using one of the methods described earlier in this topic.

  3. Click the Add Supplier radio button.

  4. Choose the supplier record to associated with the product in the Add: drop-down list.

  5. If the new supplier record should be designated as the Primary Supplier for the selected products, leave the check box marked. Otherwise, clear the box.  

  6. Optional: Select whether to use the suppliers own SKU as the Supplier's SKU in the inventory record or to use the value of the LocalSKU field as the Supplier's SKU. Choose to make that change for a single record or all records in the right-hand pane.

  7. Optional: Edit the Unit Cost values of the records in the right-hand pane.   

  8. Click the Make Changes button.

 

Additional Information

Backup Data File

Inventory

Search Inventory

 

Created: 7/12/11

Revised: 6/11/12

Published: 04/14/16