To add a new vendor to the system:
- Click Inventory > Vendors > Add. The New Vendor screen will appear with the Contact tab selected.
- Enter the ID and Name for this vendor. The ID is your abbreviation and can only contain letters and numbers. These are the only required fields.
- These are the only required fields. Use Save & Stay if you wish to continue entering vendor data, or one of the other Save options to move on.
- Additional fields and options on the Contact tab include:
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Inactive
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Mark this vendor inactive. This will remove the vendor as an option when adding, searching, or reporting on inventory, but will not affect existing item records.
For example, any sold items will still show up on reports under this vendor.
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My Brand
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Indicates this vendor record is for your store. This is required to Build, Join, or create Custom Job item records.
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Our Account #
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Your store’s account number with this vendor.
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Website
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The vendor’s website.
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Contacts
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Contains all Contact Records for this vendor.
Use Add to create new, Edit to open existing, or Mark Inactive to hide.
Each Contact Record consists of two tabs: Basic and Address.
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Only Contact Type and Name are required.
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- Optionally, visit the Pricing tab to enter markup or commission rules specific to this vendor.
NOTE: This will override any Category pricing rules.
Fields and options include:
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Automatic Markup
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Enter cost ranges to have markups automatically applied when items are entered for this vendor. Markup sets the Current price while Min Markup sets the Lowest.
Filling out only the first row (Min Cost = $0) will use the same calculation for all items. It is not necessary to fill out the entire table.
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Commission Adjustment
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Adjust the associate commission earned (up or down).
For example, entering 75% would reduce the associate’s commission by 25%.
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Overrides / Compounds
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Whether the commission adjustment should override or be calculated on top of any applicable category commission adjustment.
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- Optionally, visit the Notes tab to enter notes or pop-ups for this vendor.
Options include:
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Add Vendor Note
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Add a note or pop-up directly to this vendor record.
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Add Vendor Item Note
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Add a note or pop-up that appears on all items from this vendor.
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Edit
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Edit an existing note or pop-up.
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Search
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Enter text to filter the displayed notes.
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- Fill out the fields as desired and select a Save option.