Create and Manage Vendors


Overview

You can create and manage your vendor profiles in Sellercloud. These profiles can be used to create purchase orders, dropship orders, and apply vendor promotions and discounts to products.

Create Vendors Manually

You can add a vendor manually by following the steps below.

If the vendor is client-wide (i.e. the vendor applies to all companies of a client), you don’t need to specify the company. However, to create a company-wide vendor (vendor applies to only one company), you should specify the company. You can learn more about client-wide and company-wide vendors here.
  1. Go to the New Vendorpage and add a New Vendor. There are two ways to add a vendor:
    1. Navigate to Purchasing > Vendors > Create New Vendor.
    2. Navigate to Purchasing > Vendors > Manage Vendors > select the Add Vendor action.
  2. Fill in Vendor Info, Address, and Products.create new vendor
  3. After a new vendor is created, the Vendor page will open.vendor page On this page, you can edit the vendor info, adjust Dropship Preferences and add Products using Toolbox.

Create Vendors in Bulk

You can create new vendors in bulk by following the steps below:

  1. Go to the Import Vendors page:
    1. Purchasing > Tools > Import Purchase Info > Import Vendors.
    2. Purchasing > Vendors > Manage Vendors > select the Import action.
    3. Settings > Companies > Manage Companies > Company > Toolbox > Vendors > Import.import vendors
  2. Choose a template format and download the template by clicking the Download icon.
  3. Fill in the required columns.
  4. Save your file and import it by clicking the Import button.
  5. To access your queued job, click the notification or access Queued Jobs from the main menu.

Edit Existing Vendors via File Upload

You can also edit existing vendors using the Import Vendors action.

  1. Go to the Import Vendors page (see above for instructions on how to access this page).
  2. Choose a template format and download the template by clicking the Download icon.
  3. Fill in the required columns with updated information. The Vendor column must match the existing Vendor Name.
  4. Save your file and import it by clicking the Import button.

Manage Existing Vendors

You can configure Dropship Preferences and view existing Purchase Orders and Products related to the selected vendor by navigating to Purchasing > Vendors > Manage Vendors > Toolbox.

From the Toolbox, you can also access additional options like Invoices, Payments, and Receive Sessions if you use the Vendor Invoices workflow.

configure Dropship Preferences, view Products, Purchase Orders

Creating vendor accounts in SellerCloud will enable you to create purchase orders, dropship orders, and apply vendor promotions and discounts to products.

To learn more about Vendor Invoices read this article.

You can add (or edit) a single vendor or add them in bulk.

  1. Settings > Company Settings > Toolbox > Vendors. Vendors can be available across all companies. Read more here.
  2. Click Add New Vendor or click Edit to edit existing vendor
  3. Enter vendor’s general and contact information. You can select a default company to associate with order from that vendor.
  4. You can use the QuickBooks Vendor Name field if you need to map a vendor to a vendor with a different name in QuickBooks. For example, if you have to separate a vendor into two vendors in SellerCloud, one for dropship and one for wholesale, you can map them to a single vendor in QuickBooks. QuickBridge will use this field when exporting to QuickBooks.
    QuickBook Vendor Name field will only display when the Client Setting Enable QuickBooks WorkFlow is enabled.
  5. If applicable, set a small order amount and fee. As shown in the image below, a fee of $4 will be added to a purchase order total when single PO from this vendor subtotals to 50$ or less. The small order fee will be added as a line item on the PO total.
  6. Open the Toolbox to view Products and Purchase Orders associated with the vendor.
  7. Configure PO Email Templates and Dropship Preferences for the vendor.
  8. Configure Vendor Promotions and Multi Discounts.
  9. View outgoing email to vendor.

To import vendors in bulk:

  1. Click Import Vendors List.
  2. Download the template and enter the vendor’s general and contact information into tab-delimited columns.
  3. Save the file.
  4. Choose File and click Import Vendors List.

See also these topics:

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