Steps to add a new Vendor to ImpulsePoint so you know where to order more Store Products from!
Here's a rewritten and expanded version of your instructions on adding/editing vendors:
Step-by-step process:
- Click the "Manage" icon, located on the left side of the screen.
- Under the "Manage Products" section, select "Add / Edit Vendors."
- Click the red "ADD VENDOR" icon.
- Using the available text fields, please complete the following required information:
- Vendor Name: The name of the vendor.
- Website: The vendor's website, if applicable.
- Using the remaining available text fields, please complete the following optional information:
- Phone: The vendor's contact phone number.
- Email: The vendor's contact email.
- Sales Representative: The name of your vendor's sales representative.
- Ordering Minimum: The minimum quantity or value required for placing an order with this vendor.
- Using the dropdown arrow, select the Ordering Method, which can be either:
- Manual: For vendors where you manually create and submit orders.
- ImpulseBuy: For vendors integrated with ImpulsePoint for automated ordering.
- Click the toggle icons to set one or more Ordering Days, indicating the days when you typically place orders with this vendor.
- Using the available text field for Comments, please provide any additional necessary information regarding the Vendor.
- Don't forget to save your changes by clicking the red "Save" icon!