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Suppliers

To enter and edit suppliers click the Suppliers tool on the Main Screen toolbar.

Suppliers may be consignors or sources from which you purchase material outright.

To Add Suppliers:

1. Click the New Supplier tool on the toolbar or use the Edit | New Supplier menu sequence. The New Supplier tool will stay depressed and the [Enter] button will appear.
2. Enter a supplier Name - up to 26 characters. For individuals, enter last name first. The name will be reversed on consignor statements.
3. Enter the supplier’s address. If this is a consignor the address will be used in consignor statements.
4. Enter the supplier’s phone number if you want it available as a reference on a supplier list.
5. Select a Normal Category for this supplier. This will be used when you enter inventory for the supplier.
6. If the supplier is a consignor:

a. Click the Consignor check box.

b. If you have a fixed percentage contract with the consignor enter the percentage of your commission in the Shop Commission on Sales box.

c. If the consignor has a fixed percentage contract and has given permission for checkout discounts, check the Checkout Discount Permitted box.

d. If you have a fixed-length contract with the consignor, enter the date the contract ends in the Contract Ends box.

7. Click [Enter].

When you’ve finished entering new suppliers, Click the New Supplier tool on the toolbar or use the Edit | New Supplier menu sequence a second time.

To Find a Supplier:

To set the supplier sort order:

Click the Number box or the Name box to make the box background green.

To search for a supplier:

1. Make sure neither the New supplier tool nor the Edit Supplier tool is depressed.

2. Enter a supplier Number or enter a supplier Name (or partial name) and press <Enter>.

3. To move around in the file use the up-down spin button or use <Home>, <End>, <Pg Up> or <Pg Dn>.

To look at all suppliers:

1. Set the sort order.

2. Click [Browse].

3. Use the Supplier Browse Screen scroll bar to find what you want. Click the line item.

To Edit a Supplier:

1. Click the Edit Supplier tool on the toolbar or use the Edit | Edit Supplier menu sequence. The Edit Supplier tool will remain depressed and the [Enter] button will appear.

2. Change the supplier’s Number or Name, Address, Telephone number, Normal Category, Shop Commission on Sales or Checkout Discount permission. Keeper won’t let you use a duplicate supplier number but you can use a duplicate supplier name. You can’t change Consignor status if the supplier has inventory.

3. Click [Enter].

To View the Inventory for a Supplier

Click the [View Inventory] button.

To Discount a Supplier’s Inventory:

1. Click the Edit Supplier tool on the toolbar or use the Edit | Edit Supplier menu sequence to start the edit.
2. Enter the discount percent. If the discount is to be 20% enter “20” in the Sale Discount Percent box.
3. If you're using inventory entry dates, today's date will be displayed in the box titled On Items Dated This Date or Earlier. If you click [Enter] at this point, all items in the category will be discounted. If you want to discount items that were entered on or before an earlier date, select the date before you click [Enter]. If you want to enter more than one discount based on the length of time items have been in the inventory, enter the later date first and press [Enter], then click the Edit Supplier tool again, enter the earlier date, and press [Enter].
4. Click [Enter].

The discount doesn’t affect any inventory you add for this supplier after you’ve entered the discount. If you want to add the discount to new inventory return to the Supplier screen and do the edit a second time.

If you discount a category’s inventory that includes items from this supplier the change will override the discount you set here.

To Delete a Supplier:

Click the Delete Supplier tool on the toolbar or use the Edit | Delete menu sequence. If the supplier is in use, Keeper will refuse the deletion.

To Print a List of Suppliers:

1. Click the Print Supplier List tool on the toolbar or use the File | Print menu selection to bring up the Print Supplier List screen.
2. Set the sort order.
3. For a partial list, select a Start With and End With supplier.
4. Click [Print].

To Review Consignor Contract Expiration Dates:

Use the File | Show Contract Expirations menu sequence.