Managing vendors is a crucial part of running a successful business. Here's a step-by-step guide to help you navigate through the process of creating and managing vendors using WIZniche.
Navigating to the Vendors Page
Access the Sidebar: On the left side of your screen, you'll see a sidebar with various options.
Expand Inventory: Click on the "Vendors" option from the sidebar. This will take you to the vendors page.
Adding a New Vendor
Once you are on the vendors page, you might see an empty space indicating "No vendors found." To add a new vendor, follow these steps:
Click on the Add New Button: On the top right of the screen, you will find a drop-down button labeled "Add New." Click on it.
Select Vendor: From the drop-down options, select "Vendor." This will open a form for you to fill in the vendor details.
New Vendor Form
Upload Image: Click on the image placeholder to browse and upload an image of the vendor.
Vendor Information: Fill in the following fields:
Vendor Name: The official name of the vendor.
Display Name: The name that will be displayed in your system.
Customer Account Number: Unique account number for the vendor.
Website: Vendor's website URL.
Office Number: Contact number of the vendor's office.
Fax Number: Fax number, if applicable.
Contact Details: Provide contact details of the vendor representative:
First Name and Last Name: Name of the contact person.
Title: Position or title of the contact person.
Email Address: Contact email.
Mobile Number: Contact mobile number.
Vendor Tags: Tags to categorize and find the vendor easily.
Address: Enter the vendor's address details:
Address, Unit, City, State, Zip: Full address of the vendor.
Address Notes: Any additional notes regarding the address.
Map: Use the integrated map to pinpoint the vendor's location.
After filling in the form, click on "Save" to add the vendor to your list.
Adding a Vendor Product Category
Click on Add New Button: From the "Add New" drop-down menu, select "Vendor Product Category."
Fill in the Product Category Form: A pop-up form will appear.
Name: Enter the name of the product category.
Vendors: Select the vendor from the drop-down list (this list will show vendors you have previously added).
Upload Image: Click on the placeholder to upload an image for the product category.
Click "Save" to add the product category.
Adding a Vendor Product
Click on Add New Button: From the "Add New" drop-down menu, select "Vendor Product."
Fill in the Vendor Product Form: A pop-up form will appear.
Upload Image: Click to browse and upload an image of the product.
Vendor: Select the vendor from the drop-down list.
Product Category: Choose the appropriate product category from the drop-down list.
Product Name: Enter the name of the product.
Product SKU: Provide the Stock Keeping Unit (SKU) number.
Cost: Enter the cost of the product.
Unit: Specify the unit of measurement for the product.
Product Description: Write a detailed description of the product. You can utilize the AI-enabled features to generate and improve descriptions.
Options:
Enable Tax: Toggle on if the product is taxable.
Enable as Inventory Item: Toggle on if the product should be tracked in inventory.
Click "Save" to add the vendor product.
Managing Vendors
Once you have added vendors, product categories, and products, managing them becomes straightforward. You can edit vendor details, update product information, and categorize products efficiently through the vendors page.
By following these steps, you can ensure that your vendor management system is organized and efficient, helping your business run smoothly.
Using Vendors, Products, and Categories to Place Purchase Orders
After setting up your vendors, product categories, and vendor products, you can efficiently use these details to place purchase orders. Here's how you can do it:
Locate the "+ Create" button in the app's navigation bar and click on it to access the drop-down menu.
Select "Purchase Order" from the Menu
Select Vendor: Choose the vendor from whom you want to purchase. This vendor list is populated from the vendors you previously added.
Add Products: Select the products you wish to order from the vendor. You can easily find these products organized by the categories and details you entered, such as product name and SKU.
Fill in Order Details: Specify the quantity, unit price, and any other necessary details for each product.
Review and Submit: Once all details are filled in, review the purchase order and submit it.
By organizing your vendors, product categories, and products efficiently, placing purchase orders becomes a streamlined process. For more detailed instructions on creating and managing purchase orders, you can refer to the WIZniche Help Center's Inventory Managemenr section.