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 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, then 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.
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. Click here to see which vendors are currently able to use the integration.
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.