Manage Vendors
Overview
Vendor administration is located in the Vendor tab of Checkout administration. To perform any of the actions on this page, first navigate to Project Settings > Checkout > Vendors.
Only users with the Administrators project role can view and edit the Vendors administration page in Checkout.
Vendors are the companies you source your Items from and indicate where Purchase Orders for those items are sent. Every Item created must have an associated Vendor.
Create Vendors
To create a Vendor, click on Add Vendor on the Vendors tab. To add a Vendor, the following information will be required:
Vendor Name
Address
Address 2 (Optional)
Country
City
State
Postal Code
Name
Phone Number
Email
Once the Vendor information is filled out, administrators can use the Items tab to connect Items to the Vendor.
Once the Vendor has been fully filled out, click on Add Vendor.
Edit Vendors
To edit Vendors, use the Edit button.
All details of the Vendor may be edited in the screen which appears. When finished editing the Vendor, be sure to press Save Changes.
Delete Vendors
Prior to deleting a Vendor, there can be no active Items associated with it. To delete a Vendor with Items associated with it, either deactivate those Items, or switch the Items to a different Vendor.
Administrators can delete Vendors from a project. To do so, click on the Trash Can icon next to a vendor.
In addition to deleting individual Vendors, administrators can use the Batch Delete function to delete multiple Vendors at a time. To use, select Project Settings > Checkout > Vendors > … > Batch Delete.
Select all Vendors which will be deleted and click Delete Selected.
Once again, only Vendors which have no Items associated with them can be deleted.
Approve Vendors
Customers can request Items not currently in the Catalog. If they request a new Item, they may need to supply a new Vendor if the supplier is not currently in the list. When they do so, Agents working on the order will be tasked with filling out additional details on the Vendor. When an agent fills out all Vendor details and Creates the Vendor, it will be sent to the Administrators for approval.
For administrators to approve a request for a new Vendor, they must navigate to Project Settings > Checkout > Vendors > … View Unapproved Vendors > Approve.
Import Vendors
To import Vendors, follow the Import Vendor guide.
Export Vendors
To export Vendors, browse to Project Settings > Checkout > Vendors > … > Export.
This will generate a .csv file which can be downloaded. A Vendor CSV file may be imported into other Checkout projects if desired.