Supplier Product

A Supplier Product is a unique combination of a supplier, a product (which may or may not be mapped to an inventory item) and a package size. Each supplier product is assigned a unique product code by which it can be identified. The supplier product page lets you create a new supplier product as well as view and edit existing supplier products.

A single inventory item can have more than one supplier products. Some examples in which you could have more than one supplier products for an inventory item are:

The inventory item can be purchased from more than one supplier.
The inventory item is available in more than one package size from a supplier.
A combination of the above two cases.

There are two ways to access Supplier Product settings:

Click on on the quick links bar from any page.
In the Settings window:

Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.
1. Select Inventory from the Filter drop-down list.
2. Click on Supplier Product from the List box in the left pane.

The filters at the top of the page can be used to display supplier products for a particular Area*, Store, Supplier, Sub-Category and Status, and search for specific supplier products based on your requirements.

The Select an Item link opens the Item Search page on which you can look up supplier products based on the inventory items mapped to them. To select a product, click on the name of the Inventory Item.

The following information is displayed on the settings page for the Area* and Store selected using the filters at the top of the page:

Description: The name of the supplier product.
Product Code: The product code used for the product by the supplier.
Pack Size: Also referred to as Per Method #1 in Physical Counts, it is the size or quantity of the inventory item considered as one unit by the supplier (for example, large case, box, etc.).
Item: The inventory item mapped to the supplier product.
U.O.M. (Unit Of Measurement): Also referred to as Measure, it is the unit of measurement used when an inventory item is included in a recipe.
Base Yield: Also referred to as Yield/pack size, it's the number of measures that make up the pack size. To illustrate, if the pack size for pop is a case and the measure is one can, the yield/pack size will be 24 if the case contains 24 cans. Similarly, if the pack size for bacon is a small box and the measure is one strip, the yield/pack size will be 240 if the box contains 12 packets of 20 strips each.
Supplier Name: The name of the vendor supplying the supplier product.
Status: Active indicates that the supplier product can be ordered from the supplier using the Create Purchase Order page at present, while Inactive indicates that it cannot be ordered.
Current Price*: The last invoiced price of the supplier product for the store selected.

The Current Price is automatically updated each time the price is updated on an invoice.

The details of a supplier product can be found on the Update Product Information page.

View Supplier Product Details

Create a New Supplier Product

You can only create supplier products for non-integrated suppliers. Integrated supplier products are directly controlled by the suppliers through electronic order guides.

Go to Supplier Product settings.
Click on the Create button.
In the Create Product window:
1. Select the Supplier from the drop-down list.
2. Enter the Product Code used for purchases from the supplier.
3. Enter a name for the supplier product in Description.
4. Enter the size or quantity of the inventory item considered as one unit by the supplier in Pack Size.
5. If your organization uses a specific code for the product, enter it in Corp Product Code.
6. Enter the Brand of the product.
7. Enter the Reporting Seq number (supplier products will be displayed in ascending order in the PO if sequence numbers are assigned).
  
  The sequence number is automatically assigned to all stores in the organization. You can change the sequence of the supplier product for individual stores in the Store Info tab while editing the supplier product.
8. Enter the supplier's price for one pack size of the product in Default Price.
  
  The Default Price is the placeholder price for the supplier product that will automatically display only the first time the supplier product is invoiced. This price can be updated on the invoice, which will in turn automatically update the Current Price of the supplier product for the store and show in the Price History tab.
9. If you don't want to track the usage of the supplier product select No from the Track Usage drop-down list.
- If you want to track the usage of the supplier product:
  1. Select Yes from the Track Usage drop-down list.
  2. Click on the Click here to select an item link.
  3. In the Item Search window:
    1. Use the filters at the top of the page and click on the Go button if required.
    2. Click on the name of the Inventory Item that forms the supplier product.
  4. Enter the Yield/pack size.
  5. Enter package sizes that would make physical counts easy in Count Method 2 and 3, and enter the Count Yields for the same.
  6. Select the Reporting Method from the drop-down list.
1. Click on the Create button.
2. Click on the OK button in the confirmation pop-up box.

A new supplier product that's created will show on the regular order list for all stores by default. To remove it from the supplier's regular order list for a store, edit the supplier product and remove the checkmark from the Show On PO column for the store.

...Close

Edit a Supplier Product

The following fields cannot be edited for supplier products by integrated suppliers:

Supplier
Product Code

Description
Pack Size
Brand
Notes
Item to track as

Go to Supplier Product settings.
Use the filters at the top of the page to find a particular supplier product if required.
Click on the Go button.
Click on the Description of the supplier product that you want to edit.
In the Update Product Information window:
1. Make changes to the controls in the Basic Info tab as required.
2. Click on the Update button if you made any changes in the Basic Info tab.
3. Click on the OK button in the confirmation pop-up box.
4. Click on the Store Info tab.
5. Activate or deactivate the supplier product for a store by placing a checkmark in the Active column or removing it, respectively.
6. Place a checkmark in the Show On PO column for a store to include the supplier product in the PO Product List by default, or remove the checkmark to remove the supplier product from appearing in the PO Product List by default.
  
  Supplier products that are set not to Show On PO can still be added to the PO Product List by using the Quick Search bar on the page when creating the PO.
7. Change the Sequence number to determine where in the PO the product will appear (products are listed in ascending order of the Sequence set).
8. Click on the Update button if you made any changes in the Store Info tab.
9. Click on the OK button in the confirmation pop-up box.
- To change the price of the supplier product for one or more stores:
  
  The price cannot be updated for supplier products by integrated suppliers.
  1. Click on the Price History tab.
  2. Click on the Create button.
  3. Enter the new Price.
  4. Select the Effective Date.
  5. Select the Stores for whom the new price is applicable.
  6. Click on the Add Price button.
  7. Click on the OK button in the confirmation pop-up box.
  Prices that are created cannot be edited. However, they can be deleted before the Effective Date by clicking on the Delete button in the Action column. Once effective, the only way to change the price is to create a new one.
1. Click on the Close button or when done.

Click here to learn how to update supplier products in bulk.

...Close

Delete a Supplier Product

You can retain a supplier product but deactivate it if you don't need it anymore. You can similarly reactivate it in the future, should you need it.

Supplier products of integrated suppliers can only be deactivated, and cannot be deleted.

Go to Supplier Product settings.
Use the filters at the top of the page to find a particular supplier product if required.
Click on the Go button.
Click on the Description of the supplier product that you want to delete.
In the Update Product Information window:
1. Click on the Delete button.
2. Click on the OK button in the confirmation request pop-up box.
3. Click on the OK button in the confirmation pop-up box.

The Delete button is not available for supplier products that have been made inactive by a supplier.
Only supplier products that haven't been ordered, purchased, included in a closed physical count or in a recipe mapped to a menu item that's been sold can be deleted.

...Close

Activate or Deactivate a Supplier Product

Go to Supplier Product settings.
Use the filters at the top of the page to find a particular supplier product if required.
Click on the Go button.
Click on the Description of the supplier product that you want to activate or deactivate.
In the Update Product Information window:
1. Click on the Store Info tab.
2. Activate or deactivate the supplier product for a store by placing a checkmark in the Active column or removing it, respectively.
3. Click on the Update button.
4. Click on the OK button in the confirmation pop-up box.
5. Click on the Close button or when done.

...Close

Audit a Supplier Product

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.

^~field or process that can only be controlled by the supplier, if the supplier product is by an integrated supplier.