How to: Set Up Vendor Sourcing for Customer Order

To use the Vendor Sourcing functionality in the Customer Order module, you must complete these steps:

1. Set up three hierarchies on the Hierarchy page:
   1. Stores: List of Stores used in Hierarchy Relation (Step 2)
   2. Vendors: List of Vendors used in Hierarchy Relation (Step 2), see: How to: Set Up a Vendor Hierarchy.
   3. Item Prepayment Hierarchy: List of items that can be sourced from Vendor, see How to: Define Which Items Can Be Vendor Sourced.
      Note: The Link Only Once check box must be selected for all of the hierarchies.
2. Set up one hierarchy relation on the Hierarchy Relation page:
   1. Click the New action, and enter Sourcing in the Usage Type field.
   2. In the Hierarchy (Left) field: Store Hierarchy.
   3. In the Hierarchy (Right) field: Vendor Hierarchy.
   4. Relation and Lead Time between Store and Vendor is then made. See How to: Set Relation and Lead Time between Stores and Vendors.
3. Configure the Vendor Sourcing FastTab in the Customer Order Setup page:
   1. In the Store-Vendor Relation field, select the relation you created in Step 2.
   2. In the Item Prepayment Hierarchy field, select the item hierarchy you created in Step 1.

When the setup is finished, you can set the Prepayment % for each item, see How to: Set Prepayment on Items.

See also

How to: Use Shelf Position and Collect Location for Picked Items