Vendor Details: Deliver To

The Deliver To tab will allow corporate users to associate one or more "Deliver To" entities defined in the Location Details screen with a specific vendor and define individual account numbers for each entity. This allows the goods delivered to these recipients to be applied to separate billing accounts. A specific Deliver To "Location" for that vendor at that location can then be selected by a Net-Chef user when creating a Vendor Order; this information will appear on the purchase order.

 

1. Under the Purchasing menu, click Vendors.
2. To edit a vendor record, click on the Name hyperlink.

• All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).

3. Click on the Deliver To tab.

4. Click the Plus (Add) icon. This will display the Add Locations section in the lower part of the screen.  {Concepts Note}: If a location is linked to one or more Concepts, it will only be available on this tab if the current application user (at corporate) or location (non-corporate) is linked to one or more of the same Concepts. If a location is not linked to any Concepts, it will be visible to all users/locations.  See "Concepts" for more information.

1. Click on the appropriate location or press [CTRL] and click on multiple locations.
2. Click the ^ (Add) button to link the selected locations or click the Double-Arrow (Add All) button to add them all to the vendor. If necessary, select one or more locations and click the Trash Can (Delete) icon at the upper right of the screen to remove them.
3. When finished, click the X (Close) icon in the Add Locations section to close it.

5. Enter an Account # for the appropriate "Deliver To" location(s).
6. If necessary, enter a Reference, User Name, and Password (each limited to 32 characters) for the appropriate "Deliver To" location(s) – this is only utilized if "Interface" = 'US Foods'. These entries will be used to access the vendor's electronic ordering system for purchase order exports.
7. Click the Disk (Save) icon to save your changes.
8. To download and print these settings, click the Printer (Export) icon and select the desired options.
9. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
10. When finished, click the X (Close) icon to return to the summary screen.

   

 

 

 

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