Add a vendor

Why use it

When an order goes wrong, you need the account number, the rep and the terms fast, not buried in an old email. A vendor record keeps them with the products you specify from that vendor.

When to use it

• A new supplier. Before you specify their first product, so it links to the right vendor.
• Opening a trade account. Record the account number and terms the day you get them.

Capturing a product with the Chrome extension can also create the vendor for you from the product's website.

Before you start

• Only the owner and admins can add vendors.
• Open Directory from the sidebar and choose Vendors.

Steps

1. 1

Try it: guided demo

1. In Directory, on Vendors, choose Add vendor.
2. Enter the Vendor name, for example Arteriors. It is the only required field.
3. Choose Next, then pick a Category such as Lighting, or choose Skip these.
4. Pick a Price range from $ to $$ so your team knows where the vendor sits.
5. Choose Next, then add the Email, Phone, Website and showroom address, or Add contact info later.
6. Choose Review, then add your Trade account number with this vendor.
7. Use Trade notes for terms, for example 20% off list, Net 30.
8. Choose Add vendor. The vendor appears in Vendors, ready to pick on products.

What happens next

• You see that the vendor has been added, and it appears in the Vendors list.
• Pick it as the vendor on products. Its page then shows the linked products and projects.
• To add a sales rep, a showroom address or a trade discount percentage, edit the vendor.

Limits