* Add information on build order reference * Add reference field description for purchase order * Add reference information for SalesOrder * Updated images for build orders * Update settings information * Add note regarding python string formatting * Add some more screenshots * Improved BOM documentation * Improve BOM documentation further * Split "BOM Export" onto separate page * Rearrange docs pages * Add image to fill TODO entry * Split out part scheduling page
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Suppliers |
Suppliers
A supplier is an external vendor of parts and raw materials.
To access the supplier page, click on the Buy navigation tab and click on Suppliers option in the dropdown list.
{% with id="supplier_list", url="buy/supplier_list.png", description="Supplier List" %} {% include "img.html" %} {% endwith %}
!!! info Viewing, adding, editing and deleting suppliers require the corresponding Purchase Orders user permissions
Add Supplier
Once the supplier page is loaded, click on the New Supplier button: the "Create new Supplier" form opens. Fill-in the supplier informations (Company name
and Company description
are required) then click on Submit
!!! info "Supplier vs Manufacturer"
In the case the supplier is a manufacturer who sells directly to customers, you may want to enable the checkbox is manufacturer
before submitting the form (you can also enable it later on).
Edit Supplier
To edit a supplier, click on its name in the list of suppliers.
After the supplier details are loaded, click on the icon under the supplier name. Edit the supplier information then click on Submit
Delete Supplier
!!! warning All supplier parts for this supplier will also be deleted!
To delete a supplier, click on its name in the list of suppliers.
After the supplier details are loaded, click on the icon under the supplier name. Review the list of supplier parts to be deleted in consequence of deleting this supplier. Confirm the deletion using the checkbox then click on Submit
Supplier Parts
Supplier parts are linked to a supplier and defined as purchasable items.
!!! warning Viewing, adding, editing and deleting supplier parts require the corresponding Purchase Orders user permissions
Add Supplier Part
To create a supplier part, you have the following options:
- navigate to a Part detail page then click on the Suppliers tab
- navigate to a Supplier detail page then click on the Supplied Parts tab
- navigate to a Manufacturer detail page then click on the Supplied Parts tab.
Whichever you pick, click on the New Supplier Part button to load the "Create new Supplier Part" form. Fill out the form with the supplier part information then click on Submit
Edit Supplier Part
To edit a supplier part, first access the supplier part detail page with one of the following options:
- navigate to a Part detail page, click on the Suppliers tab then, in the Part Suppliers table, click on the corresponding Supplier Part link
- navigate to a Supplier detail page, click on the Supplied Parts tab then click on the corresponding Supplier Part link
- navigate to a Manufacturer detail page, click on the Supplied Parts tab then click on the corresponding Supplier Part link.
After the supplier part details are loaded, click on the icon next to the supplier part image. Edit the supplier part information then click on Submit
Delete Supplier Part
To delete a supplier part, first access the supplier part detail page like in the Edit Supplier Part section.
After the supplier part details are loaded, click on the icon next to the supplier part image. Review the the information for the supplier part to be deleted, confirm the deletion using the checkbox then click on Submit
Supplier Part Availability
InvenTree supports tracking 'availability' information for supplier parts. While this information can be updated manually, it is more useful when used in conjunction with the InvenTree plugin system.
A custom can periodically request availability information (via a supplier API), and update this availability information for each supplier part.
If provided, availability information is displayed on the Supplier Part detail page.
{% with id="supplier_part_availability", url="buy/supplier_part_availability.png", maxheight="240px", description="Supplier part availability" %} {% include "img.html" %} {% endwith %}
Availability information can be manually updated via the user interface:
{% with id="update_availability", url="buy/update_availability.png", maxheight="240px", description="Update availability" %} {% include "img.html" %} {% endwith %}