Defining Alternate Vendor Products

The Vendor Bid Split Units and Substitute Vendor Products screen will allow users to configure alternate vendor products for the company products on the bid sheet. This creates a primary/secondary relationship between a company product with a bid and one or more vendor products that will be recognized as alternates for it. The alternate products can then be used as substitutes when reconciling electronic invoices and/or as split units when creating vendor orders in Net-Chef.

 

1. From the Vendor Bids tab, click the Alt. Units Ì icon.

2. Click Add to define an alternate product.
3. Enter the Vendor Product Number for this product.  The user must make sure this is different than the product number for any other primary or secondary vendor product.
4. Edit the Vendor Product Name for this product, if necessary.
   
5. Select the Vendor Unit for the alternate product.    {Note}: Only Package Types designated for "Purchasing"use will available.
6. Enter the Brand (optional).
   
7. Enter the Conversion (the number of inventory units for the primary product in one vendor unit of the secondary product). For "Split" products, this must be < the conversion for the primary product - i.e. the alternate product is smaller.
8. Check the Inverted box if the "Conversion" represents the number of Vendor Units in one Inventory Unit.
9. Enter the Bid Price for the alternate product in the vendor’s base currency.
10. Check the Split box if this product may be ordered at authorized locations along with or instead of the primary vendor product. (If this box is checked, the "Allow Split" box on the Vendor Bids screen must also be checked.)
11. Check the Alternate Primary box to allow the product to be ordered as an alternate primary vendor product.
12. Check the Substitute box if the alternate product should be recognized by Net-Chef (based on its number) in an electronic invoice. (This box must be checked if either "Not Approved" or "Restricted" is checked.)
13. Check the Not Approved box if this product is not an approved substitute for the primary product.
14. Check the Restricted box if this product should be flagged as such in the Reconcile screen when an e-invoice containing this product is received for a Net-Chef vendor order.   {Note}: When an e-invoice includes a "Not Approved" or "Restricted" substitute, an e-mail alert will be sent to those whose e-mail addresses are defined on the Purchasing tab in the Preferences screen. For "Restricted" items, Net-Chef users will see this text in a pop-up message in the Vendor Order Reconcile screen and the product row will be displayed in red text.
15. Select a Tax Code from the drop-down if applicable.  The tax code field will default to the code assigned to the product in the Company Product Details , otherwise it will display "N/A".
16. If applicable, enter an End Date for the bid.
17. Repeat steps 2-16 to define each additional alternate vendor product.
18. Click Print to print the list of alternate products.
19. When finished, click Save and Close.

 

 

Note: Alternate Vendor Products can be copied to other markets when saving the bid sheet.

 

 

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