In this article, you will learn how to set up a Supplier Sub Code.
- Know when to use a Supplier Sub-code.
- Understand how to set up a Supplier Sub-code.
When should you use a Supplier Sub-code?
Let’s begin by explaining when you would use a Supplier Sub-code.
A large Supplier line exists where you would like to work with just some of the Products, separately from the other Products.
If you set up a Supplier Sub-code for these products then you will be able to approve orders for this Supplier Sub-code and also set different controls such as Lead Time and Order Cycle just for those products under this new Sub-code. This would be separate from the controls set for the main Supplier.
How to set up a Supplier Sub-code
Now let’s get into how we set one up.
How to get there:
Pinwheel > Supplier Settings > Add Supplier
Enter the Supplier Name, Number, Sub-code and then select Save New Supplier, in the top left corner. Normally you would use an existing Supplier Number. We are just creating an additional separate area for Products under that original Supplier.
If your company has more than one location, you will be asked to choose the Location for the Supplier Sub-code. It can have multiple locations but you must at least select one to start out.
Here we can see the new Supplier and its Sub-code have been added.
At this point, we have a new Supplier and a Sub-code attached to it but it has no products associated with it.
Next, let’s jump to the Change Product Source screen.
How to get there:
Jet Fighter > Change Product Source > Add Change Product Source
In this step, we are going to add Products that will be associated with this new Supplier Sub-code. There are two options – Suppliers or Products. If you chose Suppliers that would set it up to take all the Products under that Supplier. In our case, we only want to add specific Products so select Products. Then select the location you want to pull in these products from.
In the Add Multiple Change Product Source Entries screen, select which Products you want to be affiliated with this newly created Supplier and its Sub-code. Once completed use the ‘Back To Change Product Source’ button in the top left corner, to get you back.
You should now be at the Change Product Source screen. Notice it now shows 4 records under the Product heading. That is telling me my 4 Products have been properly added.
You have now completed the steps to create a Supplier Sub-code and add Products to it.
You won’t see these Products under the Supplier until the next working day after the night job runs.
Article last revised on October 18, 2018