Distributors and Warehouses are an important part of the inventory setup for your venue. Distributors are the suppliers of goods to your venue. Warehouses are the internal storage spaces where the goods are stored once received. The goods can then be Transferred to the individual vendor stands.
Note: Distributors and Warehouses must be added before creating Purchase Orders.
Adding a New Distributor
- In Connect, click Inventory and select 'Distributors' from the dropdown.
- Click 'Create' in the top right corner.
- Enter in the Name, Email, Phone Number, and Address of the distributor.
- Set Distributor to 'Active' if you are utilizing their services.
- Select Yes for 'Auto Send Email' to have the email with the purchase order automatically sent upon creation.
- Hit Save, and it will create the Distributor.
To Add Items to the Distributor
- Select the required Distributor.
- Click the 'Assigned Items' tab.
- Assign the required items or click 'Add Items' and assign the required items.
Adding a New Warehouse
- In Connect, click Inventory and select 'Warehouses' from the dropdown.
- Click 'Create' in the top right corner.
- Enter in the Name, Email, Phone Number, and Address of the warehouse.
- Set the warehouse to 'Active' if it is currently being used.
- Hit Save, and it will create the Warehouse.
To Add Items to the Warehouse from the Warehouse option
- Select the required Warehouse
- Click the 'Assigned Items' tab
- Assign the required items or click 'Add Items' and assign the required items.
Assigning the Distributors and Warehouses to Items
Once they are successfully created, they can be assigned to individual Inventory items for purchase orders and transfers.
- In Connect, click Inventory and select 'Items' from the dropdown.
- Select the item to edit.
- Click on the corresponding tab (Warehouses/Distributors).
- Click on the Add button (Add Distributor/Add Warehouse).
- A pop-up will appear with the list of Distributors/Warehouses.
- Click 'Assign' and it will update automatically.
