Vendor Price Tracking

Can Goldenseal keep track of what my favorite vendors charge?

Starting with version 2.7, Goldenseal tracks pricing on each Cost Item for up to three favorite vendors. This is an optional feature that we don't include in the standard layouts (the Cost Item records are already very full!).

Setting up Vendor Display

If you would like to track pricing from specific vendors, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Transactions from the submenu.
2. Click on the Transaction popup field and choose Cost Items.
3. Choose Size & Margins from the Options menu.
4. Increase the size of the layout, then click OK.
5. Move the existing fields so there is a blank place in which to put the vendor price fields.
6. Double-click on the field tool in the palette on the left side of the window (fourth row on the left).
7. Click in a blank spot, and drag a rectangle where you'd like a field to appear.
8. You'll see a list of available fields. Choose Second Supplier, then click OK.
9. Click to the right of the new field, and drag a rectangle.
10. You'll see a list of available fields. Choose Second Supplier Price, then click OK.
11. If you'd like to enter a vendor price code for this item, click again on the layout and drag a rectangle.
12. You'll see a list of available fields. Choose Second Supplier Code, then click OK.
13. To add more fields for the Main Supplier, add the Supplier Price and Supplier Code fields.
14. To add more fields for a third supplier, add the Third Supplier, Third Supplier Price and Third Supplier code fields.
15. Click on the arrow tool on the palette, then resize and arrange the fields however you'd like them to appear.
16. When you are happy with the layout, close the window and save changes.

Entering Vendor Prices

To track prices for a specific vendor, follow these steps:

1. Choose Cost Items from the Costs menu.
2. Locate an item for which you'd like to track vendor prices.
3. Enter a vendor into the Main Supplier, Second Supplier or Third Supplier fields.
4. If the vendor uses a code to identify this item, enter it into the Supplier Code field.

When you enter purchases, Goldenseal will automatically update the specific vendor prices.

HINT-- In a future update we will add automatic price updating from an import of a vendor price list- using the codes in the Supplier Code fields. We would like to see some sample price lists that you get from vendors via email, download or CD. Email a copy to turtlecrk@aol.com and we'll make sure that the import can handle that format.

For more about estimating in the Getting Started manual, click here.
For more about estimating in the Reference manual, click here.

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