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Vendors

You can get to this part of the system by clicking on the Inventory link in the blue Admin Toolbar and then clicking on the Vendors button in the drop-down bar.

Once you click to open your Vendors, you will see a list of all vendors you've saved in the system so far. You can click on the Name of a vendor to open their entry. You can click on any Email addresses listed to open an online email site to email that address. If you have listed a website for the company, clicking on the World icon will open the site. The Clipboard icon will open a new Purchase Order for the vendor, and the Truck icon will start a Receiving Order.

If you're working with a new vendor or distributor, click the +New Vendor button to add them to the system. You are required to enter the vendor's company name. The other information on the Details tab for your new vendor is purely for your reference.

In the Account Info tab, you are also able to enter information about your account with the vendor, such as Terms, Discount, and shipping information.

If you have multiple Locations saved in the system and if you have separate accounts with the Vendor for them, you can use the Locations Account Info tab to enter the unique account numbers each Location will use.

Once you have started processing Purchase Orders and/or Receiving Orders through our system, they will be listed chronologically in the History tab. You can click on any date listed to view any of your orders.

 

Vendor Integration

Please Note: The Integrations tab for a Vendor entry has been deprecated and will soon be removed. To learn more about how our vendor integrations work, read on.

You can enable a vendor's integration by going to either of the following two places:

• Vendor Integrations: Admin Button > Settings > Integrations > Vendors, or
• Beta Vendor Integrations: Admin Button > Beta Features

If you are working with a vendor that has electronically integrated with our system, you can use the Integration functionality to set that up. The new integration works on the main Details tab of the Vendor (under Inventory > Vendors). If you click the drop-list next to the Vendor name, you can select available vendors that are active.

Turn the Vendor Integration ON by selecting the vendor from the Integration list, then a field for Account # will appear. Enter your Account Number. After you Save the information, any orders you do, whether it's at the vendor's website or with one of their sales representatives, will create a Purchase Order in your Inventory menu automatically.

Please Note: For integration with Notions Marketing, you need to do the above steps, but also go to the Locations Account Info tab and add your Vendor Account ID for all of your locations that have unique IDs with Notions Marketing, then click Save. The other integrations do not yet use this tab.

No other setup is needed, and the other tabs related to former integration functionality will be removed in the near future (Locations Account Info, Integration, and Instant Order), so please do not use those at this time unless you are using one of the older integrations already.

Once you have set up your vendor, you are now able to set it up in the product so that is either the Preferred Vendor or a Secondary Vendor.