Default Vendor

You may set a default vendor for each product in Stock app. Then you can see all products that assigned to the default vendor on the products page using "Vendor" filter with "default vendor" checkbox selected. And select these products to create a "re-order" PO.

When "Use Default Vendor" check box is not checked, system will use the vendors in Purchase Order to filter Products.

Default Vendor is also used to track sales transactions. System will first try to use Vendor in PO for track each sales. When no available PO found or the available PO doesn't have vendor, system will use default vendor of the product to track the sale. You may use "Vendor Profitability" report to view sales records by Vendor.

In order to set up the default vendors for all products, please click "Purchase Orders" tab and use "Level, Margin & Vendor" button to download the stock level, margin & vendor CSV file:

Enter the name of Default Vendor for each product, then upload the CSV file using "Upload Stock Level, Margin & Vendor". If the default vendor doesn't exist in the Stock app, it will create a new vendor for you.

You can also view and edit the default vendor in Product Details page:

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