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๐Ÿท๏ธ Vendor Ref / MFG Code Setup

๐Ÿท๏ธ Vendor Ref / MFG Code Setup

Every manufacturer includes one pre-configured Vendor Ref Code and often hundreds of pre-configured MFG Codes.

In e-manage|ONE, you only need to set up the Vendor Ref Code. Once thatโ€™s in place, any catalogued parts imported into the system will automatically populate the applicable MFG Code.

Note: You only need to manually set up an MFG Code if you are working with non-catalogued parts (example: Wayfair, Amazon, etc.)

๐Ÿ“Œ Vendor Ref Codes

To set up a Vendor Ref Code for each manufacturer you may order from, follow these steps:

1. Navigate to:

Tools > Configure > Vendor Ref Codes

2. On the "Create New" tab:

Select either Project Spec or 20/20 Worksheet, depending on how you'll be importing.

3. Select the Manufacturer

Once selected, the Vendor Ref Code will auto-populate in the right panel.

  • The Manufacturer dropdown should auto-fill as well but can be adjusted.

  • This value will show on your customer quote if the "Show MFG" setting is enabled.

4. Complete the Form

  • Fill in the remaining dropdowns.

  • Set your lowest available discount from the manufacturer. This acts as a safety net for marginsโ€”if a deeper discount is applied at acknowledgment, your margin increases.

All Vendor Ref Codes youโ€™ve created will appear under the Edit Existing tab for future updates.

๐Ÿ› ๏ธ MFG Codes (Vendor Product Codes)

You typically only need to set up MFG Codes if:

  • The manufacturer was not listed in the Vendor Ref Code setup.

  • You're working with non-catalogued parts.

  • You need to manually update discounts for specific MFG Codes.

Note: As you import parts into the BOM, e-manage|ONE will automatically add the applicable MFG Codes to your list.

To Manually Add an MFG Code:

  1. Go to: Tools > Configure > Vendor Product Codes

  2. Click New > Assign MFG Code

  3. Fill in the following:

    • Manufacturer (free-form text field)

    • MFG Discount (if applicable)

    • Vendor Ref Code (should match the MFG Code)

  4. Click Save

You can double-click on any existing MFG Code in the list to edit its details.

๐Ÿง  Summary

  • Set up Vendor Ref Codes for catalogued vendors.

  • Only set up MFG Codes for non-catalogued or custom needs.

  • Let the system auto-populate codes during part imports for catalogued items.