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Counterparties

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

  • View list of counterparties
  • Add new counterparty
  • Edit a counterparty profile
  • Remove counterparties from the list
  • Make new purchase order
  • Import new counterparty from a data sheet.

View a List of Counterparties

To view a list of registered counterparties

In the left pane of the Back Office Management console, click the Inventory node, and then click Counterparties.
This operation opens a list of your registered counterparties like the following screen:

This page defines the following control elements:

  • – refreshes the current list.
  • – opens list of deleted counterparties (you can restore deleted items).
  • Add: adds new counterparty to the list.
  • Delete: removes selected counterparties from the list.
  • Make Order: click to make new purchase order.
  • Filter: lets you filter the counterparties list by specified criteria.
  • Import Counterparties: imports new counterparties from an XLSX or XLSXM data sheet.
  • Search: lets you search the list for counterparties 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 Counterparty

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

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

Before completing this form (this screenshot is not a complete form), consider the following information:

  • Required fields are marked with an asterisk (*).
  • If new counterparty has a wholesale price list, select that price list from the Wholesale pricelist list. For more information, see the Wholesale price lists section.
  • To activate new counterparty account, turn on the Active toggle button.

Edit and View the Counterparty Profile

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

To view or edit a counterparty profile

  1. Open the list of registered counterparties (see View a List of Counterparties earlier in this topic).
  2. Click the item name.
    This opens a tabbed page like the following screens:

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


    The Purchasing Orders tab displays overall information about all purchase orders of the counterparty:


    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 lists acts of shipments and receiving inventory items from this counterparty:

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

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

Remove Counterparties from the List 

To remove counterparties from the list

  1. From the list, select items 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 receiving, purchase orders, etc.

Make New Purchase Order

To make new purchase order

  1. Open the list of registered counterparties (see View a List of Counterparties 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.

Import Counterparty Information from Excel Spreadsheets

You can import new items from a predefined Excel spreadsheet (an XLSX or XLSXM data file). This section provides instructions on how to download the spreadsheet template from YUMA site.

To download the spreadsheet template

  1. Click Import Counterparties.
    This operation opens the Import vendors dialog box similar to the following screen:
  2. Click XLSX template.
  3. Fill in the template spreadsheet with information about your new counterparties.

To import new vendors from the spreadsheet template 

  1. Click Import Vendors.
    This operation opens the Import vendors dialog box similar to the previous screen.
  2. Click the line under Your file, select an XLSX data spreadsheet with information about your new vendors, and click Import.

See also