Configure vendor accounts and assign them to products in your catalog. Vendors are suppliers you purchase inventory from, and proper vendor setup enables purchase order creation and inventory management across your business.
Add a New Vendor
1Click Vendors in the top navigation bar
2Under the Vendors section, click Add New Vendor
3Complete the vendor information form with the following details:
Vendor Information - Required*
| Field | Description |
| Vendor Name* | Business name of the vendor |
| Contact Name* | First and last name of primary contact person |
| Email* | Email address for purchase orders and communications |
| Company Name | Legal company name if different from vendor name |
| Phone | Primary phone number for the vendor |
| Account Number | Your account number with this vendor (for order reference) |
| Status | Active or Inactive (inactive vendors won't appear in dropdowns) |
| Address* | Complete street address, city, state, ZIP, and country |
| Tags | Custom labels for organizing and filtering vendors (e.g., "Domestic", "Apparel") |
| Payment Terms* | Full payment is due within a specific number of days from the invoice date |
| Shipping Terms* | Responsibility of payment for shipping and transfer from the seller to the buyer. |
| Lead Time* | days between placing a PO with a vendor and the buyer actually receiving the goods |
4Click Save to create the vendor account
Add Vendor to a Product
Products must have vendors assigned before they can appear in purchase orders.
1Navigate to Products → Product Catalog Manager
2Search for and open the product you want to configure
3Click the Vendors tab
4Click the vendor dropdown at the bottom of the vendors table
5Select the vendor from your vendor list
6Configure vendor-specific settings (see below)
7Click Add New Vendor or Save Changes
Vendor-Specific Product Settings
| Setting | Purpose |
| Preferred Vendor | Mark as "Yes" for your primary supplier. Only one vendor can be preferred per product. This vendor is auto-selected in bulk purchase orders. |
| Vendor SKU | The SKU code this vendor uses for the product (may differ from your internal SKU) |
| Vendor Barcode | Alternative barcode used by the vendor |
| Cost | Your cost per unit from this vendor (used in purchase order calculations) |
| Min. Qty. | Minimum order quantity required by this vendor (e.g., must order at least 12 units) |
| Qty. Multiple | Required order quantity increments (e.g., must order in multiples of 6) |
Assigning Multiple Vendors to a Product
Each product can have unlimited vendors, but only one can be marked as "Preferred".
Why use multiple vendors:
- Backup supply: Alternative source if preferred vendor is out of stock
- Price comparison: Track costs from different suppliers
- Regional suppliers: Different vendors for different warehouse locations
- Seasonal availability: Some vendors only carry products during specific seasons
Add Additional Vendors
1In the product's Vendors tab, you'll see a list of currently assigned vendors
2Use the vendor dropdown at the bottom to select another vendor
3Configure vendor-specific details (SKU, cost, minimums)
4Leave Preferred Vendor as "No" (unless changing preferred vendor)
5Click Add New Vendor
Change Preferred Vendor
To switch which vendor is preferred:
1In the vendors table, locate the new vendor you want to make preferred
2Change their Preferred Vendor dropdown to "Yes"
3The previous preferred vendor automatically changes to "No"
4Click Save Changes
Update Vendor Account Details
1Navigate to Vendors → Search Vendors
2Locate and click on the vendor you want to edit
3Update any vendor information (contact, email, address, phone, etc.)
4Click Save Changes
Update Vendor Assignments on Products
To change vendor-specific product information (cost, SKU, minimums):
1Go to Products → Product Catalog Manager
2Open the product and navigate to the Vendors tab
3Locate the vendor in the table and modify their details
4Click Save Changes
Remove Vendor from a Product
1In the product's Vendors tab, locate the vendor in the table
2Click Delete in the Available Actions column
3Confirm the removal
Vendor Setup
- Complete all contact information: Ensure email, phone, and address are accurate for smooth communication
- Use descriptive vendor names: We suggest using only short, clean Vendor Names without special characters or punctuation marks to avoid bulk import issues.
- Keep account numbers current: Update your vendor account number to reference on purchase orders
- Apply consistent tags: Use tags like "Domestic", "International", "Apparel", "Electronics" for easy filtering
Product-Vendor Assignments
- Set preferred vendors strategically: Choose based on reliability and lead time, not just lowest cost
- Update costs regularly: Keep vendor costs current to ensure accurate purchase order totals
- Configure minimums and multiples: Enter vendor requirements to avoid order errors
- Use vendor SKUs: Record vendor-specific SKU codes for easier ordering and communication
Ongoing Management
- Review vendor performance: Track delivery times and product quality to inform preferred vendor selections
- Maintain backup vendors: Assign at least 2 vendors to critical products for supply chain resilience
- Deactivate instead of delete: Set vendors to "Inactive" status rather than deleting to preserve historical data
Vendors Overview
Related Guides
- How to Create Purchase Orders Generate purchase orders for multiple products based on inventory levels
Need Help?
If you encounter issues not covered in this guide, contact support with:
- The vendor name and product SKU you're configuring
- Screenshots of the Vendors tab showing the issue
- Details about what you're trying to accomplish