Convert Stock Items from One Preferred Supplier to Another Supplier

Updating the Preferred Supplier on Stock Items.

Introduction

Update the Preferred Supplier for Stock Codes

View Updates

Introduction

If you need to change the Preferred Supplier on Stock codes, for example if a Supplier is bought out by another company, or your Supplier changes their business name, you can do a bulk change to update all relevant Stock Codes.

This will change the Preferred Supplier in the Pricing tab, and the Supplier and Supplier Code on the Supplier Codes tab of all updated Stock Items.

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Update the Preferred Supplier for Stock Codes

• Go to Stock > Stock Details.
• Click More on the top right of the screen.
• Select Change supplier for stock.

In the Change supplier for stock window:

• Current Supplier: Select the Supplier to change Stock Items from.
• New Supplier: Select the Supplier to change Stock Items to.
• Click Save.

This will update the Preferred Supplier for all Stock Items from the Current Supplier code to the New Supplier code, and all Supplier Stock Code Links.

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View Updates

Preferred Supplier has been updated.

Now you can see the New Supplier has been set as the Preferred Supplier.

• Go to a Stock Item that has been updated.

In the Pricing tab > Supplier / buying details section:

• Preferred Supplier: This field will show the new Supplier that you selected.

Supplier Stock Link has been updated.

If there was a Supplier Code link for a Stock Item, this will also have been updated.

In the Supplier codes tab:

Audit

You can also see the change has been recorded in the Audit record for a Stock Item.

You can view this on the Details tab > Show Audit.

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