A vendor is an entity (individual or company) from whom you purchase raw materials. For information on associating a vendor with an existing raw material, please see this article.
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Add a New Vendor
- Navigate to Settings / Vendors, located in the Associations section.
- Click the + Add New Vendor button
- Fill in any details for the vendor available. The only required field is Vendor Name, though additional details will be displayed (when relevant) on raw material purchase orders.
- Submit to save the vendor.
Attach Raw Materials
Upon saving a new vendor, WS will take you to the details view for that vendor, from which you may attach raw materials supplied by the vendor. This process is identical to adding a vendor to an existing raw material.
- Click Add to choose a raw material
- Select the raw material from the dropdown list. Default information for the item, including Unit Price, will populate, though this can be adjusted. Note: Unit pricing should reflect the item's use, not receipt; for example, if you receive 50-pound bags of grain but use a variable number of pounds per batch, enter a unit price commensurate with 1 pound of grain rather than the 50-pound bag.
- Submit to save.
Raw materials no longer supplied by a vendor can be deleted using the command on the left side of the table.
Edit Vendor Item Details
Vendor details for raw materials may be adjusted as needed with no impact to previous receipts or current inventory.
To edit the information on an attached raw material:
- Click on the displayed data (cost, tax rate, quantity, etc.) and enter the new information.
- Click out of the field; a small red flag will show any and all changes made.
- Click Save Changes to save