Set or Change a Primary Supplier in Bulk

Fred Office Plus

Overview

Pharmacies often change suppliers and when this happens the primary supplier in Fred Office Plus needs to be updated. Below is a guide on how to change the current primary supplier to the new one. 

Steps

1. In Fred Office Plus, select Reporting, then System Reports.
2. Under Inventory Reports, select Item Pricing Details, then click Open Report.
3. On the left of this report, locate the Supplier Selection options. Select your previous primary supplier. 
   
4. Click Run Report.
   This will display all items for the selected supplier.
5. Now single left click on any of the items just to highlight one item.
6. With the one item selected, press CTRL + A on the keyboard to highlight the whole list.
7. Right-click in the highlighted area and select Item Quick Action.
   
8. Select Suppliers, then Set supplier as Primary.
9. Click Next and select the supplier you want to change to.
10. Click Next and wait while the preview of the changes loads.

    Do not be concerned with the errors as not all items on the list will have the supplier you are changing to and Fred Office will generally always show the error ones first. If you scroll down you will see all the items that can be changed.

    
11. Select the confirmation check box and click Next.
12. Wait until all items are changed. To check if the change was successful, select the supplier that you are changing to in the supplier selection and run the report again.
13. Right-click on any of the headings at the top and select Column Chooser.
14. A panel opens showing additional choices of headings you can put into the report. Find the Primary Supplier heading and drag it out into the column field.
15. You can now see all the items that have had the primary supplier change implemented. 
16. If the primary supplier appears incorrect, go back to step 7 and run the Set Supplier as Primary quick action wizard again.