Add Material to a Supplier

The Supplier Material panel contains information about the materials the supplier provides.

PREREQUISITES:

  • Material must be added first under Config > Material. See Add or Edit Material for more information.

When a supplier is selected, the Supplier Material panel populates with the materials assigned to the supplier. You can filter the material in the list by tapping Filter records and entering the first few letters or numbers of the material name, bin location, or part number. Tap Rows to adjust the number of rows shown in the panel. The number set in this panel will persist on all other administrative pages.

The supplier material information should be entered as defined by the supplier to facilitate requisitioning materials.

IMPORTANT: The information in the Supplier Material panel is specific to the supplier. It differs from the Material panel, which lists the organization's description of the material and designated part number. Materials are added by the Cityworks domain administrator under Config, so they are already part of the Cityworks database. See Material for more information.

  1. Tap Config from the menu.
  2. Tap Supplier Material.
  3. Tap the arrow to the right of the supplier that you'd like to add material to.
  1. In the Supplier Material panel, tap Add record.

  1. Select the desired materials and tap Add Supplier Material. You can filter the material in the list by tapping Filter records and entering the first few letters or numbers of the material name, bin location, or part number.

NOTE: Establishing this link of a material to a supplier makes it possible to designate the supplier as the Primary Supplier for the material on the Materials panel. See Material for more information.

  1. Tap the arrow to the right of the new material to view or edit the information as needed.

NOTE: Storeroom automatically saves the changes you make. A notification will appear at the bottom of the window that says Changes Saved when you make changes to the page.

For an explanation of fields found on the page, see Suppliers Fields.