To properly calculate your total warehouse inventory value, create purchase orders (POs), and maintain analytics through your vendor scorecard, your vendors must be set up in Skubana.
NOTE: If you were going through this Setup Wizard Guide sequentially, this next step is, unlike the previous two on packing slips and email templates, is required and necessary to get the most out of Skubana.
To Add Vendors
1. On the Setup Wizard, click the 8. Vendors panel, then click Set Up.
2. On the Vendors Setup window, click Add Vendor.
3. On the New Vendor window, under the Basic Info section, enter the vendor's name, complete address, and telephone number. If you want Skubana to send auto-generated POs to the vendor directly, you have to provide their email address as well. Otherwise, you may leave this blank.
Under the Services section, check the applicable boxes to indicate that the vendor is a supplier, manufacturer, and/or dropshipper. Suppliers do not produce any product, manufacturers can both produce and supply your products, while drop-shippers supply and fulfill their products to your customers in your name.
Under the P.O. (Purchase Order) Defaults section, give Skubana the capability to seamlessly communicate purchases between you and your vendor by providing the P.O. email, P.O. Fax, and P.O. file format. The P.O. email is the address to which Skubana will send auto-generated POs; you may enter your email address here if you do not want Skubana to send the auto-generated PO directly to the vendor. The P.O. Fax is a fax number to which the auto-generated PO can be sent. For the P.O file format, you can choose to send the PO as a PDF, email or HTML attachment.
Still under the P.O. Defaults section, enter the incoterm, payment method, and item tax. For incoterm, most vendors use DAP, unless your vendor told you otherwise. The item tax is a percentage of the total product cost.
4. Once you are done entering the required vendor information, click Save.
Now that you've set up your vendors, it is now time to set up their products.
NOTE: After setting up your vendors using the Setup Wizard, you can edit your existing vendor records, or add new ones, at any time by clicking Settings on the toolbar, clicking Vendors on the left sidebar, then clicking New Vendor on the Vendor page.