Vendors

If the system displays the Vendors icon on the tile containing the selected vendor partner's name, then you can access the Vendors page for the selected vendor partner.

Using the Vendors page, you identify which vendors you want assigned to which items in your business software database. The vendors are assigned by item category rather than individual item. When you create or update an item, the vendor to which the item’s item category is assigned is added or updated on the item record.

For example, imagine you have added the vendor VendorName (where VendorName is Canon, Ricoh, or Sharp) and then assigned the item category Supplies to VendorName on the Vendor Setup page. A new item then comes through from your vendors. You choose to Create the new item in your e-automate software and select the template that will tell the system to assign the item category, Supplies, to this new item. Because you have also specified, on the Vendor Setup page, that items with the item type, Supplies, are to be assigned to VendorName, VendorName will be added to the Vendors tab and the Vendor item number column is populated with the OEM number on the new item’s item record. The cost, unit of measure, and conversion factor values are also populated from the appropriate Price List.

If you Link or Update an item, with the same settings as the example, that does not currently have VendorName assigned as the vendor, the system adds VendorName to the Vendors tab of the item record, and also populates the vendor item number, cost, unit of measure, and conversion factor on the item record.

If you Link or Update an item, with the same settings as the example, that already has VendorName assigned as the vendor, the information is updated as needed on the item record. If the Vendor item number listed on the item record does not match the OEM number that comes through from VendorName, the system replaces the Vendor item number with the OEM number. The Vendor item number is placed in the History of vendor items region located in the Edit item vendor window of the item record. To get to the Edit item vendor window, you simply double-click on the vendor or select the vendor and click [Edit].

If an item is created or updated that is assigned to an item category that is not assigned to a vendor relationship, there will be no vendor information added to or updated in the item record.

You may map as many item categories to a vendor as you like; however, a category can only be mapped to one vendor. Once a category is assigned to a vendor, the category will no longer display in the Category drop-down menu for other vendors.

Adding Vendor Relationships

If you want to add a vendor relationship, do the following:

1. To access the Vendors page, click the Vendors icon in the Partner tile of the Dealer Gateway home page. The Vendors page displays.

2. To add a vendor, click [Add Vendor Relationship]. The Add Vendor Relationship window opens.

3. Do the following:

· The Account field displays the Vendor’s account number.

· In the ERP Vendor field, use the drop-down menu to select the vendor you are adding.

· In the Categories region, check the boxes next to each item category you want. To check all categories, click [Select All]. To uncheck all categories, click [Select None].

· The Account field displays the Vendor’s account number.

· In the Vendor field, use the drop-down menu to select the vendor you are adding.

· In the Revenue allocations field, check the boxes next to each revenue allocation you want. To check all categories, click [Select All]. To uncheck all categories, click [Select None].

· The Account field displays the Vendor’s account number.

· In the Vendor field, use the drop-down menu to select the vendor you are adding.

· In the Items types region, check the boxes next to each item type you want. To check all categories, click [Select All]. To uncheck all categories, click [Select None].

4. Click [OK] to close the Add Vendor Relationship window.

5. To add more vendors, repeat Steps 2 through 4.

Editing Vendor Relationships

If you want to edit a vendor relationship, do the following:

1. On the Vendors page, locate the vendor relationship you want to edit.

2. Click [Edit] located in the lower, right corner of the page. The Edit Vendor Relationship window opens.

3. Do the following:

· The Account field displays the Vendor’s account number.

· If you want to select a different vendor, use the drop-down menu to select the vendor you want.

· In the Categories region, check or uncheck the boxes next to each item category as appropriate. To check all categories, click [Select All]. To uncheck all categories, click [Select None].

· The Account field displays the Vendor’s account number.

· If you want to select a different vendor, use the drop-down menu to select the vendor you want.

· In the Revenue allocations region, check or uncheck the boxes next to each revenue allocation as appropriate. To check all revenue allocations, click [Select All]. To uncheck all revenue allocations, click [Select None].

· The Account field displays the Vendor’s account number.

· If you want to select a different vendor, use the drop-down menu to select the vendor you want.

· In the Item types region, check or uncheck the boxes next to each item type as appropriate. To check all item types, click [Select All]. To uncheck all item types, click [Select None].

4. Click [OK] to close the Edit Vendor Relationship window.

Deleting Vendor Relationships

If you want to delete the vendor relationship, do the following:

1. On the Vendors page, locate the vendor relationship you want to delete.

2. Click the [Delete] button located in the bottom, right corner of the window. The system displays a verification window.

3. Click the [Delete] button to delete the vendor relationship and close the verification window.