Vendor Swap

Within TransActPOS, the Vendor Swap functions allows the user to change the change the current Primary Vendor for an existing Secondary Vendor. This feature is located within Options > Electronic Catalog Menu > Cross Check to address the entire inventory and within the IC > Inventory File > Lookup By to address the currently selected item.
 
Within a multi-store environment, the Vendor Swap process is the same as within a single store environment.  The user indicates the parameters of the which vendor will become the Primary according to the Vendor Swap Form shown below.
Vendor Swap
 
Check out the TransActPOS Multi-Store  - Vendor Swap Example video which is presented in text in the below segment.
 

Three store's Lookup By Information PRIOR to the Vendor Swap

The following three screens are screen grabs from each of the three locations prior to the Vendor Swap process.

Store 1

Vendor Swap

Store 2

Vendor Swap

Store 3

Vendor Swap
 

Actions at Store 1 within the Vendor Swap utility

At Store 1, the IC > Maintenance > Vendor Swap utility will initiate the Vendor Swap process that will change the vendor relationship equally at all three locations in this example.
 

Select Vendor Swap

 
Vendor Swap
 
Within the Vendor Swap Form, select the following options to indicate the Secondary and Primary Vendors in addition to the other selections.
 
Vendor Swap
1

Locate and Select the vendor that will be
changed to the Secondary Vendor (SVPN)

1. Locate and Select the vendor that will be changed to the Secondary Vendor (SVPN)
In this example, the Do it Best (Orders) vendor is currently the selected Primary Vendor, PVPN.  Look a the examples above for store 1, 2, & 3.
2

The "To New Vendor" will be the new Primary Vendor (PVPN)

2. The "To New Vendor" will be the new Primary Vendor (PVPN)
In this example, R B I Corporation will be the new Primary Vendor in all instances where Do it Best (Orders) is currently the PVPN.
3

If desired, three filters allow the process to be
restricted the indicated field's values.

3. If desired, three filters allow the process to be restricted the indicated field's values.
In this very limited example, the filter indicates that only Item ID beginning with "709709" will be affected by Vendor Swap.
4

Choosing Swap will invoke the confirmation
prompt before the process is initiated.

4. Choosing Swap will invoke the confirmation prompt before the process is initiated.
Select Swap to invoke and then respond to the confirmation prompt as directed to proceed.
5

Check this option to DELETE
the vendor relationship to the SKU.

5. Check this option to DELETE the vendor relationship to the SKU.
Checking this option will delete the Current Vendor's relationship to the item.  If selected, the vendor will be removed from the Lookup By listing of Vendors.
6

Set the Item ID to the Vendor Part No.

6. Set the Item ID to the Vendor Part No.
Checking this option will CHANGE the current Item ID to the new Primary Vendor's part number.
 
Vendor Swap        Vendor Swap
 
 

Three store's Lookup By Information AFTER the Vendor Swap

The following three screen grabs show that at each store the Item ID has been changed to that of the New Primary Vendor, R B I Corporation and the R B I Corporation has been changed to the Primary Vendor (PVPN) and the Do it Best (Orders) vendor has been changed to the Secondary Vendor (SVPN).

Store 1

Store 2

Store 3