Legacy - Add / Modify Vendor Items and link them with Plan items

Legacy - Add / Modify Vendor Items and link them with Plan items

Add / Modify Vendor item names and its details.

A separate list of plan items known as vendor items is maintained for each vendor. The plan item name can be different than the vendor item name of the vendor.

1) Settings and Reports

2) Settings

3) Inventory masters

4) Vendor Items - You can define Vendor Item Relations from here.

5) Relate Plan Items to Vendor Items and vice verca.

Add / Modify Plan Item relation from Vendor Item List.

1. Define Plan item name against which the vendor item is associated. If it is not associated then click on the "Add Plan Item Relation" link to associate it to a plan item.

Relate Plan Item To Vendor Item


1) Settings and Reports >> Settings >> Inventory masters >> Relate Plan Items to Vendor Items.

How to relate Plan Item - Vendor Item ?

1) Search for the Plan item that you want to relate to a Vendor Item

2) Select Individual Items or Groups Items.

3) Add new relation for a plan item

4) Modify or Delete existing relationship with a plan item.

Add New Plan Item - Vendor Item Relation

1) Select a Vendor from the drop down list

2) Select if it is a Taxable/Non-Taxable Vendor Item

3) Select a Vendor Item from the list in this Area.

4) Click on Add Button to add onto the Plan Item

5) Select a Vendor item from this list and click on remove if you want to remove.

6) Click on Save button.

Relate Vendor Item to Plan Item

Navigation :

1) Settings and Reports >> Settings >> Inventory Masters >> Relate Vendor Items to Plan Items

Relate Vendor Item - Plan Item

1) Search Vendor Item Or Select from the list of Vendor Items below.

2) Relate/Add a plan item by clicking here.

Define Vendor Item - Plan Item

1) Select a Plan item from the list.

2) Click on the Add button to add a plan item to relate to that vendor item OR Click on the Remove button to remove a plan item to related to that vendor item.

3) Select a Plan item to remove from the vendor item relation list.

4) Click on Save button.

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