If this doesn't look like your studio, you may want to try this link.
Add a Vendor:
Open up the Vendor tab (the storefront icon in the left-hand menu)
Click "+ Add vendor"
Enter the Vendor name, Account # if applicable, and Vendor URL if preferred
Click on a vendor name within the Vendor Management tab to add or edit information. Once the profile for the vendor is open, click on the pencil icon to change the vendor name, account #, vendor URL, discount, markup, category, or subcategory.
Discount and Markup: If you enter a percentage in the Discount or Markup field, any products attached to that particular vendor when added to a project, will automatically apply the Discount and Markup rules you've entered - saving you time to manually enter them for each product! The discount and markup is calculated off of the base product price you entered when clipping / creating that product.
**Note** If you change the Discount and Markup, it will change any items associated with this vendor in any project's Products & Services page if the item is not locked. Learn more about locked items here.
Category and Subcategory: First, click the Category drop down and choose "Service providers" or "Suppliers." Then, click the Subcategory drop down and choose from the list of Subcategories you've created. This helps categorize your vendors for better organization and searching capabilities.
How to Add a Vendor Subcategory:
To add a subcategory, click the " + " sign next to the Subcategory drop down. Start typing the subcategory name in the box and click "Create" when done.
Example vendor subcategories are: Furniture, plumbing, contractor, workroom, fabric, artwork, case goods, etc.
Add Custom Field: If you click on "+ Add Custom Field" you can add another website, email, phone number, text field, etc. If you check "Apply to all vendors" your Custom Field will auto populate on any created and future vendors you add to your Studio.
Notes: When clicking on "Notes +" button in the bottom left-corner of the Vendor Information box, you can add additional notes you'd like your team to see in regards to the vendor. This can include minimum order amount, shipping, etc.
When clicking on the "Tags" button in the bottom left-corner of the Vendor Information box, you can add tags to your vendors to better sort through your entire vendor list. Want to only see your vendors for lighting? Or who you have trade accounts with? Tags are a great way to do so!
Once you click "Tags," the pop up will allow you to click and select a tag you've already created or create a new one!
Type a tag name in the Search tags field and click "Create new +" to add it to your tags if it's not already there!
How do I edit or remove a Tag?
Click the "Tags" icon in the bottom left-hand corner of the item you wish to edit the tags for.
Click the three vertical dots next to the tag you'd like to edit or delete.
To remove the tag from this product, select " - Remove"
To edit the tag, change the name or tag color on the panel that opened up to the right.
This is a great place to put the information for your rep or main point of contact. Click on the pencil icon to add your contact's name, phone number, and email address.
Click "Add Address" under the Addresses section to add the location whether it be the local storefront you usually go to, the workroom or receiver's address, or even the location at High Point Market. You can add multiple locations.
Materials & Files:
Clicking "Add files +" under the Materials & files section will allow you to upload a pdf, doc, docx, skp, xls, xlsx, dwg, numbers, or zip file. You can add vendor pricing lists, brochures, and depending on file size, catalogs.
How to Search for a Vendor:
You can search your Vendors by clicking the search/ filter button in the top right corner of the navigation bar from within the Vendors section. Easily search by vendor name or active/ archived.
The Vendor tab shows ten vendors at a time. Don't see all the vendors you added? Be sure to click through the pages in the bottom right-hand corner of the vendors listed!
How to Archive a Vendor:
To archive a vendor, click the three vertical dots to the right of the vendor name then click "Archive." A prompt will pop up asking if you want to archive all products associated with the vendor within your catalog (good for a vendor has gone out of business) or to only archive the vendor. Click "No, just archive the vendor" or click "Yes, archive all products" depending on your choice.
How to Unarchive a Vendor:
To unarchive a vendor, click the search/ filter button in the top right corner of the navigation bar from within the Vendors section and check the box next to "Archived." This will now show you the list of archived vendors.
Click the three vertical dots to the right of the vendor name then click "Unarchive." A prompt will pop up asking if you want to unarchive all products associated with the vendor within your catalog or to only unarchive the vendor. Click "No, just unarchive the vendor" or click "Yes, unarchive all products" depending on your choice.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.
You now have the ability to set a category to a vendor. Vendors can be either a supplier or a service provider. Once you’ve set a category you have the option to add a subcategory to help you better organize your vendors. Subcategories are added by you.
Example vendor subcategories are: Furniture, plumbing, contractor, workroom, fabric, tile etc.
How to Categorize Vendors Click the " category" drop down and choose "service provider" or "supplier". Categorize your vendors for better organization and searching capabilities.
How to Add a vendor subcategory:
To add a subcategory start typing the subcategory name in the “subcategory” box and click enter when done.
How to Search for a Vendor:
You can search your Vendors by clicking the search/ filter button in the top left of the navigation bar from within the Vendors section. Easily search by Vendor name, category, subcategory and active/ archived.
Upload Files to Vendor Profile:
You can now upload files to the Vendor Profile now. Here's how:
If you need any additional support, click the chat bubble in the lower right-hand corner to chat with a member of our team.