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* 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
89 lines
5.5 KiB
Markdown
89 lines
5.5 KiB
Markdown
---
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title: Suppliers
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---
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## Suppliers
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A supplier is an external **vendor** of parts and raw materials.
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To access the supplier page, click on the <span class="badge inventree nav main"><span class='fas fa-shopping-cart'></span> Buy</span> navigation tab and click on <span class="badge inventree nav main"><span class='fas fa-building'></span> Suppliers</span> option in the dropdown list.
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{% with id="supplier_list", url="buy/supplier_list.png", description="Supplier List" %}
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{% include "img.html" %}
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{% endwith %}
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!!! info
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**Viewing**, **adding**, **editing** and **deleting** suppliers require the corresponding [Purchase Orders user permissions](../settings/permissions.md)
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### Add Supplier
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Once the supplier page is loaded, click on the <span class="badge inventree add"><span class='fas fa-plus-circle'></span> New Supplier</span> button: the "Create new Supplier" form opens. Fill-in the supplier informations (`Company name` and `Company description` are required) then click on <span class="badge inventree confirm">Submit</span>
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!!! info "Supplier vs Manufacturer"
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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).
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### Edit Supplier
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To edit a supplier, click on its name in the list of suppliers.
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After the supplier details are loaded, click on the <span class='fas fa-edit'></span> icon under the supplier name. Edit the supplier information then click on <span class="badge inventree confirm">Submit</span>
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### Delete Supplier
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!!! warning
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All supplier parts for this supplier will also be deleted!
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To delete a supplier, click on its name in the list of suppliers.
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After the supplier details are loaded, click on the <span class='fas fa-trash-alt'></span> 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 <span class="badge inventree confirm">Submit</span>
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## Supplier Parts
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Supplier parts are linked to a supplier and defined as purchasable items.
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!!! warning
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**Viewing**, **adding**, **editing** and **deleting** supplier parts require the corresponding [Purchase Orders user permissions](../settings/permissions.md)
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### Add Supplier Part
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To create a supplier part, you have the following options:
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1. navigate to a Part detail page then click on the <span class="badge inventree nav side"><span class='fas fa-building'></span> Suppliers</span> tab
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0. navigate to a Supplier detail page then click on the <span class="badge inventree nav side"><span class='fas fa-building'></span> Supplied Parts</span> tab
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0. navigate to a Manufacturer detail page then click on the <span class="badge inventree nav side"><span class='fas fa-building'></span> Supplied Parts</span> tab.
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Whichever you pick, click on the <span class="badge inventree add"><span class='fas fa-plus-circle'></span> New Supplier Part</span> button to load the "Create new Supplier Part" form. Fill out the form with the supplier part information then click on <span class="badge inventree confirm">Submit</span>
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### Edit Supplier Part
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To edit a supplier part, first access the supplier part detail page with one of the following options:
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1. navigate to a Part detail page, click on the <span class="badge inventree nav side"><span class='fas fa-building'></span> Suppliers</span> tab then, in the <span class="badge inventree nav main">Part Suppliers</span> table, click on the corresponding _Supplier Part_ link
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0. navigate to a Supplier detail page, click on the <span class="badge inventree nav side"><span class='fas fa-building'></span> Supplied Parts</span> tab then click on the corresponding _Supplier Part_ link
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0. navigate to a Manufacturer detail page, click on the <span class="badge inventree nav side"><span class='fas fa-building'></span> Supplied Parts</span> tab then click on the corresponding _Supplier Part_ link.
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After the supplier part details are loaded, click on the <span class='fas fa-edit'></span> icon next to the supplier part image. Edit the supplier part information then click on <span class="badge inventree confirm">Submit</span>
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### Delete Supplier Part
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To delete a supplier part, first access the supplier part detail page like in the [Edit Supplier Part](#edit-supplier-part) section.
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After the supplier part details are loaded, click on the <span class='fas fa-trash-alt'></span> 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 <span class="badge inventree confirm">Submit</span>
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### Supplier Part Availability
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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.
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A custom can periodically request availability information (via a supplier API), and update this availability information for each supplier part.
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If provided, availability information is displayed on the Supplier Part detail page.
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{% with id="supplier_part_availability", url="buy/supplier_part_availability.png", maxheight="240px", description="Supplier part availability" %}
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{% include "img.html" %}
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{% endwith %}
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Availability information can be manually updated via the user interface:
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{% with id="update_availability", url="buy/update_availability.png", maxheight="240px", description="Update availability" %}
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{% include "img.html" %}
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{% endwith %} |