How to assign a preferred vendor

You can add preferred vendors to categories to make purchasing easier for your users. To assign a preferred vendor, follow the steps below.

  1. Navigate to the detail screen for the category you wish to work with.
  2. Click Edit at the top of the screen.
  3. Click the Vendors tab in the center of the screen.
  4. Click the selector button  Company_Selector_Button.png to open the Company Selector
  5. Search for the vendor you wish to assign, then click the name within the list. The selector window will close and the vendor will appear in the list.

  6. Click the Preferred check box if you wish to set this vendor as the "preferred vendor". Then enter the product code, notes, costs, MSRP and lead time if desired. These are optional fields. 

    Category Vendors.png
  7. When finished, click Save at the bottom of the screen..
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