In CoreBridge, you can identify certain products as Vended Products - items that you sell to customers but do not produce in-house. This designation helps you manage pricing, purchasing, and workflow processes for outsourced or third-party -produced items.
Important Details
- 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.
Table of Contents
Enabling Vended Option On Products During Order Entry
Navigate to the Management Module / Global Settings.
1. Select the Ordering / Vended Product Option tab.
2. Check Enable Products to be Marked as a Vended Product.
Note: If enabled, a checkbox labeled Is Vended will be visible on all products during Estimate and Order entry. See example below.
3. Select if have the system automatically override the assigned income account to a predetermined account.
Note: 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.
4. Select when to display the Vended Part options during Order entry.
Note: 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.
5. Click Save Settings.
Note: Products marked as Vended can automatically have their associated Income Account overridden if desired, and can also be filtered out in some reports.
Pricing Template with Vended Item Properties
Navigate to the Management Module / Parts / Pricing Templates / Pricing Templates tab.
a. Vended Item Properties are listed here. Checked items will be included in your pricing template.
