Vendor product catalog
Organize product families, vendor item references, purchase descriptions and the options available for that supplier.
Optional vendor catalog module
Quote vendor products from configured price books, then prepare the purchase order automatically.
Vendor Catalog Price Books lets your company build separate vendor-specific product catalogs with pricing, options and purchasing descriptions. Salespeople use those rules while quoting, and approved vendor-purchased items can be grouped into draft purchase orders for review.
The module prepares purchase orders inside Ledgez for review and approval. Orders are submitted to the vendor through the vendor’s normal ordering process.
Build each vendor as its own product source
Keep vendor products, option pricing and purchasing information separate and controlled.
Each vendor price book can reflect the products and choices your company actually sells, without requiring employees to recreate every component on every quote.
Configured option pricing
Store base prices, fabrics, cassettes, motors, controls, accessories, upcharges and selling rules where supported by the configured catalog.
Authorized maintenance
Catalogs and price rules can be updated by authorized users or through Ledgez configuration services as vendor pricing changes.
Example: configured vendor roller shade
Select the options instead of rebuilding the product manually.
A vendor roller-shade catalog can present the dimensions and approved selections your company uses, such as fabric, cassette, motor, remote and other accessories.
1
Choose the vendor and product
Open the configured product from that vendor’s catalog.
2
Select the product options
Enter dimensions and choose the configured fabric, cassette, motor, controls and accessories.
3
Calculate and describe the item
Ledgez applies the configured pricing and generates the complete quote description.
4
Add it to the sales order
The vendor source and purchasing information remain attached to the item.
One sales order, two fulfillment paths
Separate what your company makes from what it purchases.
When the sales order is approved, Ledgez can route each item according to its configured source rather than relying on the office to reconstruct the purchasing and production lists manually.
Internally manufactured items
Products configured for in-house manufacturing can continue into work orders and the production workflow.
- Manufacturing specifications remain attached
- Work orders wait for review or approval
- Production status stays connected to the customer order
Vendor-purchased items
Products configured for outside purchasing can be grouped by vendor into draft purchase orders.
- Items are separated by vendor source
- Purchase descriptions and quantities carry forward
- Draft purchase orders remain available for review and approval
Connected purchasing workflow
From configured quote to reviewed purchase order.
01CatalogVendor products and prices
02QuoteDimensions and options
03ApproveQuote becomes sales order
04SeparateMake versus buy
05PrepareDraft PO by vendor
06TrackReceiving and fulfillment
After purchase-order approval
Keep vendor purchasing connected to the customer job.
The purchase order, receiving activity, delivered customer items, vendor costs and accounting transactions remain part of the same operational record.
- Review and approve the prepared purchase order
- Submit it through the vendor’s normal ordering process
- Track ordered, received and outstanding quantities
- Connect receiving to customer delivery and invoicing
- Maintain vendor bills, payments and product costs in accounting
Vendor catalog questions
What to confirm before configuration.
Does Ledgez place the order directly inside the vendor’s website?
No. The module prepares a purchase order inside Ledgez for review and approval. The approved order is then submitted using the vendor’s normal ordering process.
Can each vendor have a separate catalog?
Yes. Separate catalogs allow each vendor’s products, options, price rules and purchase descriptions to remain organized independently.
Can vendor pricing be updated later?
Yes. Authorized users can maintain supported catalog information, or Ledgez configuration services can assist with larger price-book updates.
Does every vendor catalog work the same way?
No. The available products, option structure and pricing methods vary by vendor. The configuration scope is reviewed before the catalog is built.
Is the module included in the base subscription?
No. Vendor Catalog Price Books is an optional module billed separately from the Professional, Operations or Enterprise plan. Subscription and configuration pricing are confirmed after reviewing the required catalogs.
Bring one vendor product
See how a configured vendor item moves from quote to purchase order.
A useful demonstration can follow a representative shade or other purchased product through configuration, sales-order approval, draft purchase-order preparation and receiving.