Create a Vendor Profile

    In order to assign a vendor to a product, you'll need to enable purchase orders and create the vendor profile in the backend.

    Enable Purchase Orders

    1. Go to Settings.

    2. Select General Settings.

    3. Scroll down to Stock Management.

    4. Under PURCHASE ORDERS, select Enabled.

    5. Scroll down and press Save.


    Create a New Vendor

    1. On the main navigation menu, select Purchase Orders.

    2. In the upper right corner, press Vendors.

    3. Press + New Vendor.


    General Information

    1. NAME: Vendor Name

    2. ACCOUNT #: Enter the account number you have with that vendor.

    3. FIRST NAME, LAST NAME: Name of rep at the vendor.


    Vendor Address & Phone & Fax

    1. ADDRESS, CITY, STATE, POST CODE, PHONE, MOBILE PHONE, FAX: Address contact info for the vendor.


    Online Ordering

    1. ONLINE ORDERING: Enable or Disable.

    2. LOGIN: Username associated with the vendor online account. 

    3. PASSWORD: Password associated with the vendor online account.


    Other

    1. WEBSITE: Vendor's website.

    2. EMAIL: Vendor's email address.

    3. NOTES: Notes to keep in mind with regards to the vendor.

    4. DEFAULT PRODUCT TAX CLASS: Assign a default tax class to the items purchased from the vendor.

    5. DEFAULT PRODUCT CATEGORY ID: Assign a default Category to the items purchased from the vendor.

    Press Save Changes.