Vendor Configuration

5 Vendor Configuration

Purpose: Use the Vendor Configuration screen to:

review and configure pack slip generation and email notification settings

Note:
Both you and the retailer can update these settings.
review the retailer’s information and settings for your business, including:
- your contact information and addresses and return address
- preferences, including:
  - integration information, if you use an integration rather than the Vendor Portal screens to import purchase orders into your system and send shipment updates
  - invoicing options
  - the carriers that are eligible by default for shipments

How to display this screen: Select Vendor Configuration from the Home Screen or the Administration drop-down menu if you have the required authority.

Field	Description
Vendor Code	The code identifying your business.
Vendor Name	The descriptive name of your business.
Contact tab All fields on this tab are display-only.
Contact Name	The Name of the contact for your business.
Emails	One or more email addresses for your business.
Telephones	Includes: Telephone Ext (extension) Fax
Address	Made up of: Address: up to four address lines Suite. City State/Province Country Postal Code (ZIP code)
Return Address tab All fields on this tab are display-only and informational only.
Company
Contact Name
Emails
Telephone	Includes: Telephone Ext (extension) Fax
Address	Made up of: Address: up to four address lines Suite City State/Province Country Postal Code (ZIP code)
Preferences tab Each preference category is available for review by clicking the folder in the left-hand tab.
Integration and PO Schedule options Use these fields to configure the integration between your system and the Vendor Portal for the purposes of receiving purchase orders and confirming shipments through JSON messages rather than using the Vendor Portal screens. See the Integrated Vendor Process Flow for background.
Enable Integration	If this flag is selected, the Vendor Portal includes the Get Purchase Orders screen rather than the Select Purchase Orders screen. Only the retailer can change the setting of this flag. The use of the Get Purchase Orders screen is not currently implemented. The vendor system needs to send a JSON request message to the Vendor Portal in order to request purchase orders. Contact the retailer for more information.
Require Acknowledgement	If this flag is selected, a purchase order’s status doesn’t change to In Process when the integration initially sends the purchase order to an integrated vendor system, and no pack slip or pullsheet is generated based on the settings at the Pack Slip options folder; instead, the integrated system needs to send an acknowledgment to update the status of the purchase order or generate the pack slip and pullsheet. Only the retailer can change the setting of this flag. Contact the retailer for more information.
Vendor Client Id	Indicates the client ID for you to use when authenticating the getDSOrders, setDSAcknowledge, and setDSConfirm messages. Required for an integrated vendor to successfully submit these messages. Display-only.
Pack Slip options Control the documents generated when you select purchase orders for fulfillment, either through the Select Purchase Orders screen or through the vendor integration. Both you and the retailer can update these settings.
Generate Format	Indicates the format in which to generate the pack slip. Possible settings are: Both PDF and CSV = Generate both a PDF of the Pack Slip and the Pack Slip CSV File. CSV = Generate the Pack Slip CSV File, but no PDF Pack Slip. PDF = Generate a PDF of the Pack Slip, but no Pack Slip CSV File. Note: If the PDF Form Type is set to None, no PDFs or CSVs are generated for the pack slip, regardless of the setting of the Generate Format field.
PDF Form Type	Controls the format of the PDF of the Pack Slip: Graphical (default) = The pack slip PDF includes graphical elements, including the logo specified for the brand. Non-Graphical = The pack slip PDF does not include any graphical elements. You would have this setting if you print the pack slip PDF onto pre-printed forms. None = No pack slip PDF is generated, regardless of the setting of the Generate Format field.
Print Batch PullSheet	Controls whether to generate the PDF Pack Slip Batch Pullsheet to aid in picking stock when you generate pack slips. If this option is: selected = A graphical PDF Pack Slip Batch Pullsheet is generated when you generate pack slips. unselected (default) = No pullsheet is generated when you generate pack slips.
Invoices options
Uses Invoicing	Controls general support for invoicing in the Vendor Portal: selected = The Invoice # field is available at the Purchase Order Shipping screen, and the Home Screen displays the number of purchase orders eligible for invoicing. unselected (default) = The Invoice # field is not available at the Purchase Order Shipping screen, and the Vendor Portal Home Screen does not display the number of purchase orders eligible for invoicing.
Require Invoice # at Shipping	Controls whether entry of an invoice number is required at the Purchase Order Shipping screen: selected = Entry of the Invoice # is required at the Purchase Order Shipping. unselected (default) = Entry of the Invoice # is not required at the Purchase Order Shipping. If the Uses Invoices field is selected, then entry of an invoice is optional at the Purchase Order Shipping screen. Controls whether entry of an invoice number is required at the Purchase Order Shipping screen in the Vendor Portal: selected = Entry of the Invoice # is required at the Purchase Order Shipping screen in the Vendor Portal. If this field is selected, you must also select the Uses Invoices field, so that the Invoice # field is available for entry at the Purchase Order Shipping screen. Note: You cannot select this option unless the Uses Invoices preference, above, is selected. unselected (default) = Entry of the Invoice # is not required at the Purchase Order Shipping screen in the Vendor Portal. If the Allow Invoices field is selected, then entry of an invoice is optional at the Purchase Order Shipping screen. If this setting is selected, then you cannot confirm shipments at the Purchase Order Shipping screen without authority to create invoices. This setting does not affect the Integrated Shipping screen or the Purchase Order Shipping Upload screen; it applies to the Purchase Order Shipping screen only.
Unit Cost Threshold	The maximum percentage by which the unit cost on an invoice can exceed or fall below the original cost and still be approved automatically. If you override the unit cost to an amount that exceeds or falls below the original cost by more than this percentage, the invoice goes into Held status for the retailer’s review upon submission. The Unit Cost Threshold is set to 10%, and the original unit cost on a shipped purchase order line is $10.00. If you override the unit cost to: between $11.00 and $9.00, the invoice goes into Approved status upon submission, because the unit price is still within the 10% threshold. $11.01 or higher, or to $8.99 or lower, the invoice goes into Held status when you submit it. The Vendor Portal evaluates each shipped line on the invoice individually, not the invoice as a whole. If any individual line breaches the threshold, the invoice is held. If you set the threshold is set to 0%, the invoice goes into Held status if you change the unit cost at all.
Emails options Controls the email notifications generated. Both you and the retailer can update this information.
PO Notification	Select this flag to have the Vendor Portal send an email notification to the email address(es) indicated when it receives new purchase orders from the retailer for fulfillment or the retailer sends an address change, cancellation request, or cost change. At least one email address is required if the flag is selected. Separate each additional email address with a semicolon and no space.
Upload Error Notification	Select this flag to have the Vendor Portal send an email notification to the email address(es) indicated if there are any errors when you upload shipment confirmations or invoices through the Purchase Order Shipping Upload screen or the Invoice Upload screen. At least one email address is required if the flag is selected. Separate each additional email address with a semicolon and no space.
Invoice Balance Notification	Select this flag to have the Vendor Portal send an email notification to the email address(es) indicated when the retailer approves or rejects a held invoice that includes any out-of-balance lines. At least one email address is required if the flag is selected. Separate each additional email address with a semicolon and no space.
Data Formats options These fields control: the language to use on pullsheets, and for emails to your organization the date/time and numeric formats to use: on pullsheets for system-generated emails to your organization on Vendor Portal screens The language displayed on Vendor Portal screens is controlled by the locale code appended to the URL for the Vendor Portal. The Vendor Portal link embedded in emails opens the Vendor Portal using the default locale for the retailer, which may differ from the Language defined here. The packslip uses the retailer’s language and data formats.
Language	The language to use for pullsheets, and for system-generated emails to your organization. Available languages are: Brazil-Portuguese China-Chinese (simplified) France-French Germany-German Italy-Italian Japan-Japanese (Gregorian calendar) Netherlands-Dutch Russia-Russian Spain-Spanish Sweden-Swedish United States-English (default) Required.
Date Format	The format to use for the display of dates: on Vendor Portal screens on the pullsheet in system-generated emails to your organization Available formats are: MM/DD/YYYY (default): Month/day/year, for example: 12/31/2017 DD.MM.YYYY: Day.month.year, for example: 31.12.2017 DD/MM/YYYY: Day/month/year, for example: 31/12/2017 YYYY/MM/DD: Year/month/day, for example: 2017/12/31 DD-MM-YYYY: Day-month-year, for example: 31-12-2017 Required.
Time Format	The format to use for the display of times: on Vendor Portal screens in the pullsheet in system-generated emails to your organization Available formats are: AM/PM (default): For example: 11:40 AM 24 Hour: For example: 13:01 Required.
Decimal Separator	The character to use as a decimal separator: on Vendor Portal screens in the pullsheet in system-generated emails to your organization Available formats are: Period (default): For example, 12.34 Comma: For example, 12,34 Required. Note: The decimal separator and the thousands separator cannot be the same.
Thousands Separator	The character to use as a separator for numbers over 3 positions: on Vendor Portal screens in the pullsheet in system-generated emails to your organization Available formats are: Comma (default) For example, 1,234 Period: For example, 1.234 Space: For example, 1 234 Required. Note: The decimal separator and the thousands separator cannot be the same.
Carriers tab This tab indicates which carriers you can use for shipping purchase orders. All fields are display-only.
Carrier Code	The code identifying the carrier.
Carrier Description	The description of the carrier.
Tracking # Required	Selected if you must provide a tracking number for each shipment using this carrier; otherwise, the tracking number is optional.
Weight Required	Selected if you must provide the shipping weight for each shipment using this carrier; otherwise, the shipping weight is optional.
Rate Required	Selected if you must provide the shipping rate for each shipment using this carrier; otherwise, the shipping rate is optional.
Active	Selected if the carrier is currently active. Only active carriers are available for assignment when confirming shipments through the Purchase Order Shipping screen, although you can specify an inactive carrier when uploading shipments through the Purchase Order Shipping Upload screen.