Suppliers

Configuration menu > Parts > Suppliers

Supplier setup requires you to enter a lot of supplier information. Therefore, it would be wise to sit down - either before or just after your installation - and gather information to set up your suppliers. It is not absolutely necessary to have all suppliers set up before using R.O. Writer, but it is a good idea.

Although generally used for companies that supply parts, a supplier can be any company or individual that supplies labor or materials.

The Suppliers setting is also a convenient place to keep information about the supplier, such as their address, telephone numbers, email address and other contact information.

To Add a Supplier

You enter suppliers on this window. After you save a supplier, it is available to select throughout R.O. Writer.

Complete these steps:

Click Configuration menu > Parts > Suppliers. The Suppliers window opens.
Click the Add button at the bottom of the window.
Type in the Supplier Code and Supplier name.
Click Save to save the code and the name. The fields appear blank.
Select the supplier name you just entered in the Supplier dropdown list.
Complete the rest of the supplier information.
Click the Save button to save the supplier settings.
Click Cancel to close the window.

Supplier Section

Item	Description
Supplier Code and Name	The supplier code and name: The supplier name appears wherever there is a list of suppliers in R.O. Writer. The supplier code is a three-digit code that appears wherever the supplier code is needed; for example, in Tire Quote. NOTE: You can see a list of all your suppliers by running a Supplier List report in the Reporting module.
Inactive for Purchases	Select this option to make this supplier inactive for purchases. You can establish another store within the your organization as a supplier, in which case you would transfer parts between stores.
Inactive for Transfers	Select this option to make this supplier inactive for transfers between stores in the same organization.

Item

Description

Supplier Code and Name

The supplier code and name:

The supplier name appears wherever there is a list of suppliers in R.O. Writer.
The supplier code is a three-digit code that appears wherever the supplier code is needed; for example, in Tire Quote.

NOTE: You can see a list of all your suppliers by running a Supplier List report in the Reporting module.

Inactive for Purchases

Select this option to make this supplier inactive for purchases. You can establish another store within the your organization as a supplier, in which case you would transfer parts between stores.

Inactive for Transfers

Select this option to make this supplier inactive for transfers between stores in the same organization.

Information Section

Item	Description
Address and Email	The physical and email addresses.
Account Number	This is your account number with the selected supplier.
Default Accounting Code	If you are using the Accounts Payable module, R.O. Writer orders from this supplier default to this account when posting invoices to this supplier. However, you can choose a different account when you actually post the invoice; see Post Summary Invoice or Post Detail Invoice. Most suppliers should be coded to an inventory account because all part purchases are received in inventory before being charged out as the cost of goods sold.
Pricing	The retail price is calculated using the default matrix (see Set Pricing Method). If this supplier has a separate matrix for Inventory or Outside Purchases, that name displays here.
Notes	Enter notes about this supplier.

Electronic Ordering Interface Section

You establish an electronic interface with a supplier in this section. When you establish an electronic ordering interface with a supplier, you can search their part catalogs in real-time directly from R.O. Writer.

Item	Description
White box	This is where electronic ordering interfaces that have been set up for the supplier appear. To edit an electronic interface, select the name here and click the Edit button.
Set Coverage File Download Options	Click to set up the coverage file download for the supplier. See Coverages Tab in Smart eCat.
Delete	Click to delete an electronic ordering interface selected in the white box.
Edit	Click to edit an electronic ordering interface selected in the white box.
Add	Click to add an electronic ordering interface.

NOTE: You save the details of the electronic interface when you click Save on the Suppliers window.

For instructions about how to configure electronic interfaces for each supplier, see Configuring Electronic Ordering Interfaces for Suppliers.

Notes Section

Type in any information about this supplier that you want to appear when you open this window. This section is optional.

To Create an Electronic Interface

To edit an existing interface, select its name in the list and click Edit.

For instructions about how to configure electronic interfaces for each supplier, see Configuring Electronic Ordering Interfaces for Suppliers.

Inventory and Accounts Payable Modules

You can access the Suppliers setting and add or edit suppliers from the toolbar of the Accounts Payable and Accounting Interface modules.

If you are using the Inventory module or the Accounts Payable module, each part entered on a repair order should have the supplier selected so that purchases from every supplier can be tracked and reported.