Managing Vendors

To add new vendors or delete unused vendors, follow the steps below:

Adding a new vendor

  1. Login to your CStorePro account
  2. Go to Grocery -> Purchasing -> Vendors

    Note: you can also get to vendors from Pricebook -> Purchasing -> Vendors
  3. Click on the "+" sign on the top right side of the screen to add a vendor
  4. Enter Vendor Name, Retail Type, EDI format (if any), vendor code (optional), and central pricebook vendor mapping (optional)
    1. Retail type: 
      1. By Item means you want to enter all items purchased for this vendor manually. This is typically done for vendors for whom you can track sales (i.e. Frito Lay, Coke, Pepsi, beer, etc)
      2. By preset margin means you want to automatically set margins for this vendor when purchase is entered. This is typically done for vendors for whom you cannot track item sales (i.e. Coffee vendor, Slushee vendor, Deli products, etc)
    2. EDI format (option only applicable if retail type is set by item)
      1. If you receive EDI files from your vendor. If they have a standard ABC file, select Brehnam as its the same file format
    3. Vendor code
      1. For fintech invoices, need to apply the vendor code to distinguish between various beer vendors
    4. Central price book vendor mapping
      1. If you have multiple stores linked and want to track sales or purchases by vendors across all your stores.
  5. lick on Add Vendor button to add the vendor

Updating existing vendor

  1. Login to your CStorePro account
  2. Go to Grocery -> Purchasing -> Vendors (Note: you can also get to vendors from Pricebook -> Purchasing -> Vendors)
  3. Click on the pencil icon next to the vendor you want to edit
  4. Here you can update Vendor Name, Retail Type, EDI format (if any), vendor code (optional), and central pricebook vendor mapping (optional)
    1. Retail type: 
      1. By Item means you want to enter all items purchased for this vendor manually. This is typically done for vendors for whom you can track sales (i.e. Frito Lay, Coke, Pepsi, beer, etc)
      2. By preset margin means you want to automatically set margins for this vendor when purchase is entered. This is typically done for vendors for whom you cannot track item sales (i.e. Coffee vendor, Slushee vendor, Deli products, etc)
    2. EDI format (option only applicable if retail type is set by item)
      1. If you receive EDI files from your vendor. If they have a standard ABC file, select Brehnam as its the same file format
    3. Vendor code
      1. For fintech invoices, need to apply the vendor code to distinguish between various beer vendors
    4. Central price book vendor mapping
      1. If you have multiple stores linked and want to track sales or purchases by vendors across all your stores.
    5. Status
      1. Active means vendor is active, inActive means vendor is no longer
  5. Click on Update Vendor button to update the vendor

Delete Vendor

  1. Login to your CStorePro account
  2. Go to Grocery -> Purchasing -> Vendors (Note: you can also get to vendors from Pricebook -> Purchasing -> Vendors)
  3. Click on the garbage icon to delete the vendor. (Note: Only unused vendors can be deleted. Any vendor that is has been used in the will not be deleted but instead the status will be changed to inActive)

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