A vendor item may need to be relinked when a purchased item was set up incorrectly or when correcting duplicate purchased items. This process requires opening a vendor item record and selecting a new purchased item.
For more information on fixing duplicate purchased items, see Fix Duplicated Purchase Items.
Security
Vendor item permissions are found in the permission tree as follows:
Food
Vendor Items
View Vendor Items
Edit Vendor Items
Purchased Items
View Purchased Items
Edit Purchased Items
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
New Vendor Item (In Beta)
Open the Inventory app.
Expand Inventory .
Select Items to open the Items page.
Navigate to the Vendor Items tab.
Click a line item to open the vendor item that needs to be relinked.
Classic Vendor Item Record
Open the Inventory app.
Expand Inventory.
Click Vendor Items to open the Vendor Items page.
Double click a line item to open the vendor item that needs to be relinked.
Relink a Vendor Item (New Vendor Item)
In the Item field, select the correct purchased item from the dropdown.
Verify that the remaining fields on the record are correct.
Save the record.
Unapproved Invoices and Credit Memos
Any unapproved invoices or credit memos that include this vendor item will automatically update to reflect the newly linked purchased item.
Relink a Vendor Item (Classic)
In the Item field, select the correct purchased item from the dropdown.
Verify that the remaining fields on the record are correct.
Save the record.
Unapproved Invoices and Credit Memos
Any unapproved invoices or credit memos that include this vendor item will automatically update to reflect the newly linked purchased item.