Linking Vendors to Manufacturers
If a brand or manufacturer has different production sites that specialize in certain machines/vehicles, you can register this in the system. For this, it is required that every location (or every machine factory) is registered as a separate vendor. The vendor locations can then be linked to a manufacturer. This has the advantage that the corresponding vendor can be selected when choosing a manufacturer and the corresponding vendor information may be added automatically to the document.
To link one or multiple vendors to a manufacturer, proceed as follows:
Note
It is not possible to link a vendor to multiple manufacturers. Each vendor can only be linked to a single manufacturer.
- Use the quick search (ALT+Q) to find the Manufacturers page.
- Click New in the menu bar to set up a new manufacturer.
or
Click Edit List in the menu bar to edit an existing manufacturer. - Use the Code column to enter a code that will be used for the manufacturer.
- Use the Name column to enter the name of the manufacturer.
- Click the stored value in the Vendors column.
- If the Vendors column displays the More value, at least two vendors are linked to this manufacturer.
- The window Manufacturer Vendors is displayed.
- Use the Vendor No. column to enter the number of the vendor you want to link to the selected manufacturer code.
- Optional Select the checkbox in the Parts Vendor column if this vendor is to be used automatically in parts processes, e.g., when the vendor number is filled in automatically or the default manufacturer code on the catalog card is validated.
- Optional Select the checkbox in the Trade Vendor column if this vendor is to be used automatically as soon as you select the manufacturer in a calculation worksheet.
- Optional Select the checkbox in the Warranty Vendor column if this vendor is to be used automatically in warranty processes.
- Use a new line for every vendor you want to link to a manufacturer.
- Click Close to save the changes.
Tip
For more information on the stored vendors, click the Vendor Name in the FactBox area (ALT+F2).
You have successfully linked a vendor to a manufacturer.
Tip
When carrying out a calculation worksheet, instead of using the vendor number you can also enter the respective vendor via the manufacturer. If several vendors are linked to the manufacturer, the vendor marked as Trade Vendor is automatically transferred to the calculation worksheet. More information can be found in the Creating a Calculation Worksheet section.