Vendors

Vendors in LilyPad WMS are the same vendor records in your system. Any changes users make here are saved right away.

The Vendors module is where users will add new vendors and find, view and edit existing ones.

The Vendors module can be found under the Purchasing group on the LilyPad home screen.

Creating a Vendor

Open Vendors and select New vendor.

1. Enter the vendor’s name and account number. Only the name is required.
2. Choose a status: Normal, Preferred, Hold PO, Hold Receipt or Hold All.
3. Set the payment terms, ship terms and tax rate.
4. Add a note to show whenever this vendor is used. Active is checked by default.
5. Under Address, choose its type and give it a name. Then enter a contact, street, city, state, ZIP and country. The address is optional.
6. Select Create vendor.

The vendor is created, with its terms and address ready for purchase orders.

• The vendor’s credit limit, accounting ID, lead time, carrier service and buyer must be set in your system’s client.

Finding a Vendor

When users open the module, they will see a list of vendors. Users can search or scan a vendor name or account number, or use the filters.

Selecting a vendor opens their page, showing their status, account number, terms, default carrier, minimum order, credit limit and addresses. Users can also add memos with the Add button.

• To change a vendor, select Edit on their page.
• Once created, the vendor can be chosen on a purchase order. See the Purchase Orders page.

Scanning

• Scan a vendor’s name or account number barcode to find them.