Vendor pricing catalogs

A vendor pricing catalog is essentially a vendor price list that is maintained in ServMan. The pricing catalog allows you to perform price comparisons across multiple vendors because it can contain items that are not in your item Everything placed on the detail line of a quote, order, invoice, PO or bill, is an item. These can be labor, service, notes, or stock/non-stock items. master file.

The Vendor Price Catalog on the vendor record is linked to the Purchase Pricing grid on the Pricing tab on the item record.  Adding a record in the Vendor Price Catalog will automatically populate the Purchase Pricing grid in the item file and vice versa.

Vendor File:

Item File:

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Automatically add an item to a price catalog

Items can be automatically added to the vendor price catalog when the item Everything placed on the detail line of a quote, order, invoice, PO or bill, is an item. These can be labor, service, notes, or stock/non-stock items. is received in ServMan. When this option is enabled, all items received from the vendor will be added to and pricing information update when received.

1. Open the vendor record.
2. Select the Vendor Pricing Catalog tab.
3. Check the Auto maintain from A/P vouchers received option.

4. Select the Page 2 tab.
5. Uncheck the Do not update vendor catalog when received checkbox.

6. Click OK.

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Add an item in a price catalog to an order, quote, or purchase order

Vendor price catalogs are accessible from the item Everything placed on the detail line of a quote, order, invoice, PO or bill, is an item. These can be labor, service, notes, or stock/non-stock items. field on the Detail tab on quotes, orders, invoices, and purchase orders

1. Open the quote, order, or purchase order.
2. Select the Detail tab.
3. Click in the item Everything placed on the detail line of a quote, order, invoice, PO or bill, is an item. These can be labor, service, notes, or stock/non-stock items. number column.
4. Press F4.
5. Enter your search criteria and press enter. Matching items are returned in the detail area where you can review pricing and other information. Double-clicking on a field filters the results to show only values that match the one you clicked on.
6. Add an item Everything placed on the detail line of a quote, order, invoice, PO or bill, is an item. These can be labor, service, notes, or stock/non-stock items. ay right-clicking and selecting Select this item Everything placed on the detail line of a quote, order, invoice, PO or bill, is an item. These can be labor, service, notes, or stock/non-stock items..

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Add an item to a price catalog

1. Open the vendor record.
2. Select the Vendor Pricing Catalog tab.
3. Click Add.
4. Enter the requested information.
5. Click OK.

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Automatically build a price catalog

A price catalog can be created from the purchase history in ServMan.

1. Open the vendor record.
2. Click the menu button and select Automatically build/update vendor price catalog from A/P vouchers.
3. Click Yes.

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Import a vendor price catalog

If you have a number of large price catalogs that you wish to enter in ServMan, you may wish to import this information rather than manually entering it. Please contact ServMan Customer Care for additional information about importing information.

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Edit an item in a price catalog

1. Open the vendor record.
2. Select the Vendor Price Catalog tab.
3. Right-click on the item Everything placed on the detail line of a quote, order, invoice, PO or bill, is an item. These can be labor, service, notes, or stock/non-stock items. and select Edit.
4. Update the information as needed.
5. Click OK.

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Delete an item from a price catalog

1. Open the vendor record.
2. Select the Vendor Price Catalog tab.
3. Right-click on the item Everything placed on the detail line of a quote, order, invoice, PO or bill, is an item. These can be labor, service, notes, or stock/non-stock items. and select Delete.

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