This topic helps you work with your vendors and contractors. The following subjects are covered:

  • View a list of vendors
  • Add new vendor
  • Edit a vendor profile
  • Remove vendors from the list
  • Make new purchase order.

View a List of Vendors

To view a list of registered vendors

  • In the left pane of the Back Office Management console, click the Documents node, and then click Vendors.
    This opens a list of your registered vendors similar to the following screen:

This page defines the following control elements:

  • Add: adds new vendor to the list.
  • Delete: removes selected vendors from the list.
  • Make Order: click to make new purchase order.
  • Filter: lets you filter the vendors list by specified criteria.
  • Search: lets you search the list for vendors whose names contain the search key.
  • Archive: opens a list of deleted vendors (you can restore deleted vendors).

All those operations are described later in this topic.

Add New Vendor

To add new vendor, open the list of registered vendors as described earlier in this topic, and then complete the following steps:

  1. Click Add.
  2. Complete the Add Vendor form, and then click Save:

Before completing this form, take into account the following information:

  • Required fields are marked with an asterisk (*).
  • To enable new vendor to make new purchase orders, turn on the Active toggle button.

Edit and View the Vendor Profile

YumaPOS logs all information about the work with your vendors (such as purchase orders, the orders statuses, etc.).  At any moment, you can view the vendor profile and edit it if necessary.

To view or edit a vendor profile

  1. Open the list of registered vendors (see View a List of Vendors earlier in this topic).
  2. Click the vendor name.
    This opens a tabbed page similar to the following page:

    The General tab displays the vendor profile (general information):

    The Purchasing Orders tab displays overall information on all purchase orders of this vendor:

    TIP: Click the order number (in the PO# column) to get detailed information on that order.  For more information, see Purchase orders.

    The Receivings and Shipments tab displays a list of Acts of receiving inventory items from this vendor:

    TIP: To get a detailed information on each receiving, use links on this tab. 

    The Inventory Items tab displays a list of inventory items purchased from this vendor:

Remove Vendor(s) from the List 

To remove vendor(s) from the list

  1. From the list of vendors, select vendors to remove.
  2. Click Delete, and when prompted, confirm the deletion operation.

NOTE: You cannot delete vendors that are mentioned in applied inventory documents, such as Acts of receivings, purchase orders, etc.

Make New Purchase Order

To make new purchase order

  1. Open the list of registered vendors (see View a List of Vendors earlier in this topic), and then click Make Order.
  2. Complete the Add Order form.

NOTE: For more information on how to complete the Add Order form, see Purchase Orders.

See also