Updated 9/23/2022

The Vendors page stores your customer contact information and allows you to set assigned sales representatives to specific vendors, sync vendors to QuickBooks, and more! Jump to a section:

Part I: Updating Vendor Information

Part II: Vendor Drivers and Contacts

Part III: Transporter Agent License Number

Click Edit beside a vendor contact to open up the Vendor Details window:

In the Vendor Details window, we have the following editable fields:

A. Favorite: Set vendor as a Favorite to use the Show Only Favorites filter button on the Vendors page

B. Vendor Nickname: The name you see for this vendor on the Sales Overview

C. Vendor Email: The email(s) used for vendors on outbound orders. Enter multiple emails separated by commas

D. Vendor Contact Name

E. Vendor Phone Number

F. Vendor Address

G. Sales User: Sales user who will be automatically assigned to orders sent to this vendor

H. Special Pricing Group: Set a Pricing Group for this vendor to apply special pricing on orders. See Wholesale: Vendor Pricing Groups for more information!

I. Payment Type: Set a payment type to record on invoices

J. Payment Terms: Add a Payment Terms note that will automatically appear on invoices

K. Default Delivery Fee: Adds an automatic delivery fee to invoices for this vendor. See Wholesale: How to Add Your Standard Fees to an Order to learn more about Delivery Fees!

L. Notes: Add any other notes regarding the account. Notes added to a Vendor can be quickly seen on an order designated to the vendor in the Notes tab of the order.

Below the vendor details, we can manage additional information for this vendor: Orders, Contacts, Drivers, Vehicles, and Interactions:

View past orders to this vendor and click Copy Order to create a new order identical to the previous Order #

Click Add to add a new contact or click Edit to edit existing contact information:

Add Drivers and their Vehicles to select for Pick Up manifests from this vendor:

Add helpful interaction notes per vendor contact by selecting the Contact and Date, entering the note, and then clicking Add:

For users in Oklahoma, Here's how to add the Transporter Agent License Number (ID) for vendor drivers who will pick up deliveries from your facility:

​1. On the Vendors page, click on the vendor name:

2. In the Vendor Details, click on the Vehicles tab and click Add:

3. Fill in the vehicle information and click Confirm:

4. Now go to the Drivers tab and click Add:

5. Enter the driver's information including the Transporter Agent License Number and click Confirm:

Now the Transporter Agent ID will be shown on pick-up manifests and on the Transfers By Orders report on the Dashboard!
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