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Order a Packaged Part as Individual Items on a Vendor Order

How to order a single item from a vendor who sells in bulk packages, so you can fulfill a customer sale without overstocking.

When a vendor sells a part only in bulk packages, you can still order just the quantity you need by using the Order as Individual Items option on a Vendor Order (VO). This lets you fulfill a single-unit customer sale without being left with excess stock.

Scenario

A customer wants to purchase one individual item of Part# Q1234. The vendor on the part record (Smith & Co) sells this part only as a package of 10. Rather than overstock 9 unwanted units, the dealership sources the single item from a different vendor (Cup Supplier) who sells the part individually.

Steps

1. Create the Customer Order as normal and add Part# Q1234. Customer Orders allow you to sell per individual item, so enter a quantity of 1.

Screenshot of a customer order screen showing customer 'ELAINE SMITH' with Price Level: Retail. The Parts & Accessories


2. Create a Parts Order for Cup Supplier — the alternate vendor who sells the part individually. On the Vendor Order, click Add From Another Vendor and search for Part# Q1234 to add it to the order.

Screenshot showing a vendor order for 'Cup Supplier' (ORDER #: VO-00000180). The interface shows tabs for Items and butt


3. By default, the order line will set the quantity to 1 package of 10. Click into the line item to reveal the Action box.

Screenshot of the vendor order showing the added item Q1234 - Spacer with quantity 10, under 'Multiple Sources', needing


4. In the Action box, select the radio button next to Order as Individual Items, then click Apply.

5. The line item will update to show Ordered As Individual Items, confirming the order is now for a single unit rather than a full package.

Screenshot showing the updated vendor order line item for Q1234 - Spacer. The quantity has changed to 1 in the NEED colu


6. Finalise the Vendor Order as normal.

7. When the part arrives, finalise the Vendor Receiving / Vendor Invoice as normal.

8. Finalise the Customer Order as required.

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