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Wholesale: Vendors Overview
Wholesale: Vendors Overview

How to edit vendor information, set special pricing, add delivery drivers, and more in GrowFlow Wholesale!

Madie avatar
Written by Madie
Updated over a week ago

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

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

Vendor Details

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.

Part II: Vendor Drivers and Contacts

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:

Drivers and Vehicles

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:

Part III: Transporter Agent License Number

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!

Nice work!

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