Adding New Vendor

Before adding a new vendor, make sure the following conditions are met:

• Check if the vendor already exists in the system using the operational panel.
• Check if the existing vendor is activated or not. For details, see Activating/Deactivating Vendor.

Price Book—Adding a New vendor

To add a new vendor, follow the steps:

1. Make sure you are on the C-Store Office product page. If not, click Product Switcher > C-Store Office.

   

2. In the main menu, click Vendors > Vendors List.

   

3. In the Vendors list, click Add New.

   

4. In the New Vendor form, make sure the Stations list contains the Account Level value.

   

5. Specify the following vendor settings:

• General Info. Specify the vendor's general information. For details, see Vendor's General Information.
• EDI Options. (Optional) In case there is an EDI invoice parser set up for this vendor, specify the vendor's EDI options. For details, see Vendor's EDI Options.

You cannot enable or disable the EDI parser after the vendor is added. This option becomes read-only.

• Stations. Select the stores or stations the vendor delivers the goods to. For details, see Vendor's Stations.

  

• Export Settings. (Optional) In case you need to configure the merchandise orders export for this vendor. For details, see Vendor's Export Settings.

3. At the upper right corner of the New Vendor form, click Save.
4. Go to the Pricebook section, click Upload Pricebook and follow the instructions of the Price Book Wizard. For more information on configuring the vendor's pricebook, see Vendor's Pricebook.
5. Go to the Manufacturers section and assign a manufacturer for the vendor. For details, see Vendor's Manufacturers.
6. At the upper right corner of the form, click Save again.

Last updated: Tuesday, November 6, 2018 Copyright © Petrosoft, LLC
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