Phocus Purchasing Department

The Vendor Detail Page in Phocus offers an in-depth view of vendor information and management tools, empowering users to efficiently organize and evaluate vendor relationships.

Checkbox indicating the current status of the vendor, allowing users to mark vendors as active or inactive based on their status.

Unique identifier allocated to each vendor for tracking and reference purposes.

Detailed information about the vendor, including their name, address, and contact details.

Information specifying the terms of payment agreed upon with the vendor.

Space provided for adding relevant notes or comments pertaining to the vendor.

Detailed information about the primary contact person for the vendor, facilitating direct communication.

Comprehensive listing of available parts or items that can be purchased from the specific vendor, including prices and details. Users can access the detail page of each item from this section.

Centralized storage for documents associated with the vendor, allowing easy access to important files and agreements.

List of all contact persons associated with the vendor, providing comprehensive contact information for efficient communication.

Detailed history of all purchase orders created for this specific vendor, enabling users to track past transactions and orders. Users can navigate to the detail page of each purchase order from this section.

Space for adding specific notes related to the vendor for reference or future considerations.

Detailed tracking of every modification or activity related to the vendor, ensuring transparency and accountability in vendor management.

The process facilitates the addition of vendors into Phocus, enabling the procurement team to maintain a comprehensive database of vendors and their associated items, prices, and lead times, streamlining the purchasing process within the organization.

Navigate to the Vendor section within the Purchasing Department or designated Vendor Management module in Phocus.

• Click on the "Add" or "Add Vendor" button located within the Vendor list page to initiate the process of adding a new vendor.

• Start by specifying whether the vendor will be active. Active vendors are those from whom you regularly purchase parts or items.

• Enter the vendor's name, address, and other pertinent details required by the system.

Once all necessary information about the vendor is entered, submit the details. Upon submission, Phocus will generate a unique Vendor ID number, assigning it to the newly added vendor.

Access the detailed page of the vendor by navigating to the Vendor Detail page within Phocus.

• Within the Vendor Detail page, locate the "Item" tab in the in-depth view section.

• Unlock the tab if it's secured to enable editing functions. The "Add Item" button will become active after unlocking the tab.

• Click on the "Add Item" button to begin adding specific items that you intend to purchase from this vendor.

• In the window that opens, input the item number of the inventory item that you wish to purchase from this vendor.

• Enter details such as the vendor's lead time for this item, SKU number (if applicable), and the price agreed upon for purchasing this item from this vendor.

Once all relevant details are entered accurately, submit the information. This action will add the item to the vendor's item list, allowing you to manage the items associated with this vendor effectively.