Vendor Add/Edit
Vendors, or companies that supply your inventory items, can be managed with MicroBiz to assist you with tracking and ordering for your business.
Figure 7-1 

The Vendor List window is a quick place to view, add, edit or delete vendor data within MicroBiz.
Figure 7-2
The information stored for each vendor can be found by clicking on add (to create a new vendor) or edit. There are three tabs that contain different settings...

Figure 7-3

Vendor Info tab

  • Vendor ID –A short codename for each vendor
    • Any combination of letters and numbers.
    • This must be the same Vendor ID that was used in the Inventory record.
    • The Vendor ID field is a maximum 6 positions in length.
  • Company Name – Full company name (similar to Description).
  • Phone – Phone number of the vendor.
  • Address – The street address for this vendor.
  • City & State – More address information.
  • Zip/Postal Code – More address information.
  • Contact – Enter the salesperson or other contact name here.
  • E-mail Address – More contact information.
  • Web/URL Address – Enter the vendor's website address here.

Figure 7-4 

Miscellaneous Info tab

  • Terms – Shipping terms or other vendor policies.
  • Ship via – More shipping terms information.
  • Freight On Board (F.O.B.) -Enter the FOB terms here.
    • This term is technically used for water transit, but has been used for other shipping methods as well.
    • FOB designates responsibility of the shipment.
  • Fax – More contact information.
  • Average Lead Time –Enter the average time it takes to get a shipment from this vendor here.
    • This data will be used to calculate the "date expected" value on items.
  • Our Account Number – Enter your identifier with the vendor, if applicable.

Figure 7-5

Inventory Level Control tab

In order for this feature to be activated, you must ensure that "Check Vendor Inventory at Start Up" is checked under Management | Custom System Settings | Transaction Settings.

The Inventory Level Control feature is one of many ways you can track inventory levels and create purchase orders. The settings on this tab are used to configure a system that helps automate your purchase orders by calculating the quantities to order and notifying your vendors for you.

  • Email Address – Enter the vendor's email address here.
  • CC: Email Address – Enter a "Carbon Copy" email address here.
  • Automatically e-mail vendor about items below reorder level?
    • With this option enabled, MicroBiz will compose a new email message in your default Windows email client.
    • This is done in addition to printing the Vendor Target Inventory Report, and it is essentially an electronic copy of the same report.
  • Last Report –Displays the date that this report was most recently used.
    • This helps prevent duplicate reports from being generated.
    • Note that MicroBiz will only prevent the report from being generated if the the current date is listed under the "Last Report" field.
  • Check inventory levels for this vendor's items at start up?
    • This is basically the "Enable" option for this feature, per vendor.
    • Check this box if you want to use this feature for the currently selected vendor, or uncheck it if you want to disable the Inventory Level Control.
  • Send email in the background?
    • This tells MicroBiz to e-mail the report to your vendor without prompting the user to fill in the email address or clicking send.
    • This feature is currently under development.
  • Target Maximum Inventory Value – The maximum value of stock you would like on hand from this vendor.
  • Days of the week to check – Select which days of the week you would like MicroBiz to check inventory items from this vendor.
  • Test Print Inventory Level Report – Click here to get a report instantly.
    • This is mainly used for testing purposes, as you can access this report any time by clicking on Reports | Inventory Reports | Vendor Target Inventory.