Vendor Management

16 Articles

Exatouch Inventory App

  • Note: The Exatouch Inventory App is currently available to select users for beta testing. We anticipate the full release within the first half of 2023.
Expand how you manage inventory with the Exatouch Inventory App! The app…

Create Quick Purchase Orders (PO)

Save time! Exatouch can use your inventory information to help you create purchase orders for low-stock items.

Enroll Vendors in Dynamic Reordering

Expedite product reorders by enrolling items and vendors in Dynamic Reordering. Save time on manually tracking inventory and create purchase orders before inventory runs out. When inventory items (linked to a vendor and enrolled in Dynamic Reordering)…

Find Purchase Orders

To view purchase orders, you can navigate directly to the PO List, or access the PO List while you build a purchase order.

Schedule and Email Reports

Exatouch makes it easy to set up and run custom and standard reports in advance. Navigate to the report work area to set up your report range and type, then tap Send Excel, Send PDF, or Send Word to…

Email a PO to a Vendor

Email purchase orders directly to vendors for quicker reordering.

  • Tip! Contact Technical Support at 800-966-5520 – Option 3 to verify email settings are configured to support this feature.

Add Items to a Vendor Supply List

Create Purchase Orders (POs) by selecting items to reorder from a vendor’s list of available items. You can link items to vendors on the item record, or select multiple items to add to a vendor during purchase…

Add a Vendor

Adding and maintaining vendors to Exatouch helps you manage inventory and simplify creating purchase orders for out of stock and low on stock items.

Link Items to Vendors

Link your items to one or more vendors, and generate Purchase Orders (PO) in Exatouch. By default, items are assigned a default vendor named No Vendor.

Set a Default Vendor for an Item

Exatouch assigns a default vendor, No Vendor, to all items in your inventory. When you assign a vendor to an item, this vendor replaces No Vendor as the default. If you assign multiple vendors to an item, change the…

Item Details: Purchasing Tab

We’ve consolidated several groups of information on an item’s Purchasing tab to give you more visibility into your item activity and vendor information.

Add Items to Vendor Supply List – Prior Releases

When creating a purchase order, items are selected from the vendor’s list of available items. Sometimes vendors begin carrying additional items for purchase, or a vendor’s item list may not be complete. After reviewing your vendor’s items…