Users can use Trade Service's Supplier Xchange service to populate their custom columns in Summary.
In Summary go to File > Preferences. When the Preferences window displays, go to the Miscellaneous Options section and select Supplier Connect. The Supplier Connect Options window opens.
Choose the Supplier Xchange option. The Supplier Xchange Options display in the middle of the window.
If needed, enter your Supplier Xchange login information by using Edit Login.
To search for a supplier, click Search. The Supplier Xchange Distributors window opens.
By default, the My Distributors option is selected, which displays any distributors that have been selected and/or approved for use. To add a new distributor, select the Nearby Distributors option at the top of the window.
You can now search for distributors within a certain distance of a zip code. To request access to a distributor, highlight its name and click the Request Access option. When done, click OK to return to the Supplier Connect Options window.
There are two other options for Supplier Xchange:
Accept Alternates: if checked, the program attempts to look up substitute items for each item that comes in. Therefore, if a distributor does not carry a particular brand, it will return equivalent items from a different brand.
There
are three specific options for accepting alternates...
Notes:
When bringing prices into a Summary Report, Alternates are marked with a prefix of "A:" in the custom column. If those items are moved into the material unit, the Unit Source also includes the word "Alternate" to denote its status.
If the net price flag is on, when you import the prices into Summary, items display an "N:" in the Material extension. You will also see the Net icon in the $ column in the Open Summary window to quickly show you if the summary contains net priced items.
Retrieve Average price for unmatched items: If this option is checked, items that are sent to Supplier Xchange which are not carried by the supplier return back the average market price.
To bring your pricing information into a Summary Report, follow the same procedure for EZ-Pricer/NetPricer columns.