Subrental and Purchase Suppliers

• Overview
• Adding a Purchase Supplier to an Inventory Item
• Adding a Subrental Supplier to an Inventory Item
• Editing an Item's Purchase and Subrental Suppliers
• Choosing an Item's Default Suppliers to Resolve a Shortage
• Removing Purchase or Subrental Suppliers from an Inventory Item

Overview

Adding preferred subrental and purchase suppliers to an inventory item can be very useful when you need to resolve shortages. If you have an item shortage on a job, you can quickly rent or purchase the item from suppliers that you previously set up.

Adding a Purchase Supplier to an Inventory Item

1. Open the inventory information page for the item that you want to add a purchase supplier to.
2. Click the Suppliers tab. 
3. Click the Search for Vendor icon to search for the contact that you want to add as a supplier.
4. Choose a contact and click OK.
5. Enter the Lead Time (estimated arrival) and Estimated Cost (purchase supplier is selected by default.)

See how to use this default purchase supplier to resolve a shortage in the Choosing an Item’s Default Suppliers to Resolve a Shortage section below.

Adding a Subrental Supplier to an Inventory Item

1. Open the inventory item that you want to add a subrental supplier to.
2. Click on the Suppliers tab.
3. Select "Subrental Supplier" as the Default Supplier Type.
4. Click the Search for Vendor icon to search for the contact that you want to add as a supplier.
5. Choose a contact and click OK.
6. Enter the Lead Time (estimated arrival) and Estimated Cost.

Editing an Item's Purchase and Subrental Suppliers

You can edit the lines of Suppliers one at a time or in bulk. To edit a single supplier line, simply click the field that you want to edit.

1. Open the inventory item that you want to edit.
2. Click the Suppliers tab.
3. Make changes to the purchase or subrental supplier information. (Vendor cannot be edited)

To edit multiple supplier lines:

1. Open the inventory item that you want to edit.
2. Click the Suppliers tab.
3. Check the lines that you want to edit.
4. Click the Edit Selected Lines icon to launch the bulk edit popup.
   
5. Make changes and click UPDATE.

Choosing an Item's Default Suppliers to Resolve a Shortage

1. Click the Options menu next to the item with a shortage on a Quote (or other element).
2. Choose Conflicts.
3. Select the name of the Vendor that you want to use to create a Purchase PO (under the Purchase section) or a Rental PO (under the Subrent section).

After clicking the name of the Vendor that you want to use, a Purchase PO or Rental PO (depending on whether you used a purchase supplier or a subrental supplier) will automatically be generated as a child to the element that you resolved the conflict on.

Removing Purchase or Subrental Suppliers from an Inventory Item

1. Open the inventory item that you want to remove default suppliers from.
2. Click the Suppliers tab.
3. Check the line of the vendor that you want to remove.
4. Select  Remove Selected Suppliers.