Set the purchasing rules
Record what each supplier charges
Why this step
A vendor pricelist is the answer to "is this the price we agreed?" without anyone opening a folder. Tiered volume discounts and supplier currencies belong here too, so an RFQ prices itself.
What this does
Maintains multi-supplier price matrices with quantity-based discount breaks (e.g. 1-100 bars @ $45, 101-500 bars @ $38, 500+ bars @ $32), automatic vendor currency conversions, and contractual delivery lead times.
Before you start
- Purchase Configuration access.
Steps
Important
Maintaining up-to-date vendor pricelists ensures parametric estimation modules calculate accurate window production BOM costs.
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01
Open Purchase › Configuration › Vendor Pricelists across List, Kanban, and Form views.
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02
Click New to establish a vendor agreement for a raw material item.
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03
Set the Vendor, Minimal Quantity, Unit Price, Currency (e.g. EUR, USD, SAR), and Delivery Lead Time (days).
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04
Define tiered price breaks for bulk billet and glass pack procurements.
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05
When creating RFQs, WindoorERP automatically selects the lowest cost qualified vendor matching the required order quantity.
Common mistakes
- Not configuring tiered volume breaks, paying small-quantity rates on container-load orders.
- Failing to update foreign currency conversion rates on imported European hardware components.
Checkpoint
A request for quotation fills in the agreed price and currency for that supplier by itself.