In LLumin CMMS+, you can set a Preferred Vendor for each Item to streamline your purchasing process. If you need to change the Preferred Vendor after creating the Item, it's quick and easy to update.
Instructions
To change the preferred Vendor, perform the following steps:
- Navigate to the Inventory drop-down menu on the menu bar.
- Select View Items.
- In the Item Finder, choose the Item you want to update by either double-clicking the item or selecting it and clicking View near the top of the screen.
- Select the Purchasing tab on the left-hand side of the screen.
- Select the Reordering tab. At the top of the page, you’ll see the Preferred Vendor dropdown.
- Set the Preferred Vendor using this dropdown. This will set the vendor as the default for the item across all stockrooms unless another vendor is specified for individual stockrooms (if there are multiple stockrooms associated with it).
- Click Save at the bottom of the screen to finalize your changes.
Setting the Preferred Vendor for an Individual Stockroom
If you need to assign a specific vendor for an individual stockroom, follow these additional steps:
- Click the pencil icon next to the stockroom to edit its settings.
- Choose the new Preferred Vendor for that stockroom from the dropdown. Then, click the checkmark to apply the change.
- Save to apply all the changes.
This individual stockroom vendor will take precedence over the general Preferred Vendor for that specific stockroom.