View Vendor Information

The Vendor Information screen allows Net-Chef users to view some information about the vendors that supply products to their location. It will also allow authorized users to control some of the location-specific contact information, create a message that will appear on purchase orders for the vendor, configure the "Vendor Order – Need to Order" task for the Dashboard, and record reference notes about the vendor. This information can be viewed by corporate in the Vendor Details screen in Enterprise Manager.  

 

1. From the Purchasing menu, select Vendor Information.
2. To find a particular vendor, open the Funnel (Filter) icon to access the screen filters. You can filter by any column; for the "Active" column, click HERE for options.

• 'All' – Displays all vendors.
• 'Y' (default) – Displays all Active vendors with "Allow VO" or "Allow PBI" enabled for the location.
• 'N' – Displays all Inactive vendors and those that have "Allow VO" disabled for the location.

3. Select the > (Edit) icon to open the detail screen for the desired vendor.
4. If want to see the Vendor Details, select the V (Expand) icon. To hide the details, select the ^ (Collapse) icon.
5. To define the vendor's Default (Delivery) Schedule, follow steps 6-8 below.
6. For each Order Day, check the corresponding check box. {Note}: This is required for the Net-Chef Dashboard to display the "Vendor Order – Need to Order" Daily Task.  The "Order by Time" will be used to determine when the task is overdue.
7. Enter the Order By Time for that day, in 24-hour time format. {Note}: If you plan to Auto-Submit Vendor Orders, be aware that order transmission can occur up to 15 minutes after the Order By Time, so you should set this at least 15 minutes earlier to allow for that.
8. Select a specific Delivery Day from the drop-down.

• Choose '{Day}' for a delivery day within the week after the Order Day.
• Choose '2nd {Day}' for a delivery day within the week after that.
• Choose '3rd {Day}' for a delivery day within the following week after that.

9. In the Contact Information section, enter or edit the Name, Title, and Phone for the vendor's contact person.
10. If needed, enter a Message that will appear on purchase orders from the current location to this vendor.
11. You can also record Private Notes Regarding Vendor, for reference purposes only.
12. To define a delivery Schedule Override, select the + (Add) icon and click HERE for details. If not, skip to step 13.  {Note}: This setting will be visible only if this feature has been enabled for your company.

1. Enter the Name of the schedule override.
2. Select the Start Date and End Date.
3. Follow steps 6-8 above.
4. If needed, enter a Note.
5. Select Save.

13. When finished, select the Disk (Save) icon.
14. To download and print a copy of the profile information, choose the Printer (Export) icon.
15. From the detail screen, select the X (Close) icon to return to the vendor list.
16. From the summary screen, choose the Home (Dashboard) icon to exit the screen.

 

 

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