Vendor page
One vendor's linked products, the projects using them, contact and showroom details, trade terms and sales rep.
A vendor page gathers everything about one supplier: what you have specified from them, where it is used, and who to call. Open it from Directory > Vendors by choosing a vendor.
Linked products and projects
- Linked products lists every product with this vendor, with the space it sits in. Switch between Cards and List.
- Projects lists the projects that use this vendor's products. Choose one to open it.
- Notes shows your notes about the vendor, when there are any.
Vendor details
The side panel shows the Company logo, Category, Price range, Website, Email, Phone, Account number, Address and Showroom. It also shows the vendor's Trade discount, with whether it auto-applies to imports, and Trade terms.
When the vendor's discount has changed since some products were added, a Re-apply to button appears under it. See Trade discounts.
Sales rep
The Sales rep panel shows the rep's photo, Name, Email and Phone. Choose the email or phone to contact them straight away.
To change any of this, choose Edit vendor. See Edit or delete a vendor.
Questions
Why doesn't the Sales rep panel show?
It appears once you add a rep's name, email or phone with Edit vendor.
Why is a product missing from Linked products?
Only products with this vendor chosen on them are linked. Set the vendor on the product to add it.