Item - Purchasing Tab

Items > Item Management > (Select Item) > Purchasing

This tab is available on items with the Inventory and Purchased attributes.

Screenshot of the Item Purchasing tab as described on this page.

  1. Name - click to sort by vendor name

  2. Vendor Item Number - click to sort by vendor item number

  3. Cost - click to sort by cost

  4. Unit of Measure - click to sort by unit of measure

  5. Pencil - click to edit pricing details
    Screenshot of the Vendor modal to edit pricing information as described on this page.

    1. Vendor - notice vendor

    2. Vendor Item Number - enter Vendor Item Number

    3. Cost - enter vendor Cost

    4. Unit Of Measure - notice the Purchasing Unit of Measure

    5. Minimum Order Quantity - enter the minimum order quantity if needed (Default: 1)

    6. Lead Time - indicate a lead time in days if applicable (Default: 0)

    7. USDA Food - check to indicate that the USDA Food Value (Step 9) is applicable to this vendor record

    8. Local Food - check to indicate that this item is local by default when received from this vendor

    9. Taxable By Vendor - check if Sales Tax is charged for this item upon receipt from this vendor

    10. Active - toggle active status; Note: once inactivated, this vendor record will not be recoverable

    11. Cancel - click to return to the previous screen without saving changes

    12. Save - click to save changes

  6. < > - click to scroll through pages

  7. (+) New Vendor - click to add a new vendor price
    Screenshot of the Add New Vendor modal as described on this page.

    1. Vendor - select vendor

    2. Vendor Item Number - enter Vendor Item Number

    3. Cost - enter vendor Cost

    4. Unit Of Measure - select the Purchasing Unit of Measure

    5. Minimum Order Quantity - enter the minimum order quantity if needed (Default: 1)

    6. Lead Time - indicate a lead time in days if applicable (Default: 0)

    7. USDA Food - check to indicate that the USDA Food Value (Step 9) is applicable to this vendor record

    8. Local Food - check to indicate that this item is local by default when received from this vendor

    9. Taxable By Vendor - check if Sales Tax is charged for this item upon receipt from this vendor

    10. Cancel - click to return to the previous screen without saving changes

    11. Save - click to save changes

  8. Expense Account - select expense account

  9. USDA Food Value - enter the USDA Food Value for the item if applicable

  10. Unit of Measure - select the Unit of Measure for the USDA Food Value if applicable

  11. Close - click to return to the Item Management screen without saving changes

  12. Save - click to save changes