Add New Vendor Adjustments

Vendor-level adjustments are the highest level of adjustment; these adjustments apply to all contracts for a selected vendor. If you need to add a new vendor adjustment, you can do so from the Create Adjustments window on the Vendor Adjustments screen.

To add a new vendor adjustment:

1. Navigate to Configuration > Vendor Adjustments.

2. Select + Add New. The Create Adjustments window opens.

3. Select the organizations that will be associated with the adjustment in the Choose the Organization(s) for this adjustment field. This field is required.

4. Enter a description of this adjustment in the Enter a Description for this adjustment field.

5. Enter the adjustment in the Enter the adjustment using the following format: +4.2500 or -4.2500 field. This field is required.

6. Select the vendor that will be associated with the adjustment in the Choose the Vendor for this adjustment field. This field is required.

   Note: You have a 3% vendor adjustment for Cardinal products, but there isn't a markup for items purchased on Cardinal direct contracts. You need to create a 0% adjustment for Vendor = Cardinal and Manufacturer = Cardinal. Doing this ensures that all Cardinal distributed contracts will get the required 3% markup, but Cardinal direct contracts won't.

7. Indicate whether the adjustment is specific to a manufacturer in the Is this adjustment specific to a Manufacturer? field.

   • If you selected Yes, the Manufacturer field appears. Enter the manufacturer that will be associated with the adjustment. This field is required.

   • If you selected No, no additional information is required.

8. Select Save. The vendor adjustment is created.

   Note: Adjustments take effect at midnight.