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.
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.
If you are working with a vendor that has electronically integrated with our system, you will have a fourth tab titled Instant Order. Instant Ordering accesses live inventory information directly from the vendor warehouse, so when you order you are able to work with actual on-hand quantities of products. This feature is currently available only for Moda / United Notions, click here for information on how live ordering works.
Once you have clicked to Save your vendor entry, whenever you open their entry in the system you will have additional functions at the bottom of the window. You can create purchase and receiving orders with the New PO and New RO buttons, respectively, you can also delete the vendor with the trash-can button if you will no longer be working with them.
Once you have set up your vendor, you are now able to set it up in the product so that is the Preferred Vendor.