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. (You will see two sections: Purchase Supplier Preferences and Subrental Supplier Preferences. Be sure you are in the Purchase Supplier Preferences section.)
3. Click ADD to search for the contact that you want to add as a supplier.
4. Choose a contact and click ACCEPT.
5. Enter the Lead Time (estimated arrival) and Estimated Cost.
6. Click UPDATE to save changes.

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. (You will see two sections: Purchase Supplier Preferences and Subrental Supplier Preferences. Be sure you are in the Subrental Supplier Preferences section.)
3. Click the ADD button to search for the contact that you want to add as a supplier.
4. Choose a contact and click ACCEPT.
5. Enter the Lead Time (estimated arrival) and Estimated Cost.
6. Click the UPDATE button to save changes.

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

Editing an Item's Purchase and Subrental Suppliers

1. Open the inventory item that you want to edit.
2. Click the Suppliers tab.
3. Make changes to any purchase or subrental supplier information.
4. Click UPDATE.

Choosing an Item's Default Suppliers to Resolve a Shortage

1. Click the cog-wheel next to the item with a shortage on a Quote (or other element).
2. Click Conflicts.
3. Double-click 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 double-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 for 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. Click the X on the line of the vendor that you want to remove.
4. Click UPDATE.