Linking Parts and Vendors

Modified on Wed, Dec 11 at 10:11 AM

A part that you add to a vendor is a part that that vendor supplies to your organization. You can assign multiple parts to one vendor and multiple vendors to one part.

SOMAX will automatically link the Part and Vendor when a Stock Part is received on a Purchase Order. The Vendor be added but not marked as the Preferred Vendor.

There are two ways to link parts and vendors manually. It is easiest to add parts to vendors when you have one vendor and multiple parts; when you have multiple vendors that a part is supplied by it is easiest to add vendors to that part. Both methods will link the parts and vendors on both the parts and assets side.

This article explains how to link the two. In order to do so, you must have an existing part and vendor. For more help with that, see Adding a New Part or Adding a New Vendor.

Method One: From the Parts Side (One Part, Multiple Vendors)

From the left sidebar, select Inventory and then Part.
Select the ID of the part you would like to edit.
From the left menu, select Vendor.
If there are existing vendors, scroll to the rightmost column of any existing vendor and select + in blue. If there are no existing vendors yet, select +Add Vendor.
The vendor form fields should appear. Select the vendor you would like to add using the search bar button to the right. This is the only required field, though you may also add additional information. An explanation of each of these fields is below.
Select Save.

Method Two: From the Vendors Side (One Vendor, Multiple Parts)

From the sidebar, select Inventory and then Vendors.
Select the ID of the vendor you would like to access.
From the left menu, select Parts.
If there are no existing parts, select +Part at the bottom right. If there are existing parts, select the blue + to the right of any part.
Select the part using the search icon to the right. This is the only required field, though you may also add additional information. An explanation of each of these fields is below.
At the bottom right select Save.

Part / Vendor Form Fields

Field	Description
Part/Vendor	This is the only required field and can be filled by clicking the search bar icon to the right.
Catalog Number	This is the vendor's catalog number for the part. This may differ from the Manufacturer ID.
Manufacturer	This is the manufacturer of the part.
Manufacturer ID	This is the number used by the manufacturer to identify the part.
Order Quantity	This is the typical quantity you would order for this part.
Order Unit	This is the unit by which you order from this part. For example, each.
Price	This is the price per order unit.
Preferred Vendor	This will denote that this vendor is the preferred vendor for that part. If you would like to set up auto purchasing for this part, you must have a preferred vendor. For more help, see Auto Purchasing.
UOM Conversion	This is the conversion factor Ex: If you issue by the each but purchase by the box of 10 then this would have a value of 10. When you receive 1 box of 10 it will update the on hand inventory by 10 as that is the conversion between issue and purchase.
UOM Conversion Required Checkbox	Used to identify that when purchasing this part from this vendor – a UOM conversion is required.