In CoreBridge, you have the option to mark products as a Vended Product as well as marking parts as Vended. 


This article covers the following topics:


These options allow you to manage your workflow and pricing for products and parts that you sell, but do not produce in-house.


Enabling The “Is Vended” Option On Products During Order Entry

To access the Vended Product options, navigate to:  Management Module > Global Settings > Ordering > Vended Product Option.

From here you can enable this feature by selecting the checkbox as shown.

NOTE:  Products marked as Vended can automatically have their associated Income Account overridden if desired, and can also be filtered out in some reports.

Enable%20Is%20Vended.png


 

Once enabled, you can choose to have the system automatically override the assigned income account to a predetermined account. You can select if it occurs on all parts of that product, or just when the parts in the product use a Pricing Template with the Vended Options enabled.

Vended%20Override%20Options.png



Be sure to click Save Settings when finished.


 

Example of a Pricing Template with Vended Item Properties enabled:

Vended%20Pricing%20Template.png


 

Once the Enable Products to be Marked as a Vended Product option has been enabled, a checkbox labeled Is Vended will be visible on all products during estimate and order entry.

Vended%20on%20Product.png


IMPORTANT NOTE:  CHECKING THIS BOX WILL CAUSE THAT PRODUCT TO BE MARKED AS VENDED AND ANY APPLICABLE AUTOMATION TO BE TRIGGERED.



Vended Part Options

All parts in your CoreBridge system have the option of displaying vended options for ease of entering data. The Display Vended Part Options allows you to choose if these options are always available or only if the product is marked as Is Vended.


NOTE:  The default and most common option is to only display these options if the associated Product has the Is Vended box checked.

Vended%20Display.png


 

Be sure to click Save Settings when finished.


The Vended Options that are displayed on the part are:  Vendor Cost Each, Markup, Vendor Part Number, and Vendor Item Description.

Values entered here are saved on the part and may be used in cost and retail calculations as well as be visible on sales and other reports.

Vended%20Fields.png


 

Important Considerations

  • If the Cost field has a value, it will override any calculated cost for that part.
  • If the Markup field has a value, it will use the Cost field and add the provided markup to override any calculated retail for that part.
  • If the Vendor Part Number or Item Description field have a value, they will be displayed on any associated Purchase Order or Work Order.