Create vendor list for inventory items and designate primary vendor

Overview

Create a vendor list for equipment and materials in your pricebook. The vendor list includes all vendors used to restock the item. You will enter the part number, cost, and an optional memo for ordering the part. You will also designate the primary vendor to be used for inventory replenishment.

Note: This feature has been updated for most users and the processes are different. See Set up vendors for the updated version.

Create vendor lists for inventory items in bulk

When you first set up truck replenishment, you'll have a lot of vendor information to enter. The best way to do this is to export your pricebook. You can enter the vendor name, part number, cost, and an optional memo in the exported pricebook. When you are done entering vendor information, you can re-import your pricebook. See Set up vendor list and primary vendor for pricebook items.

Note: Your success or implementation manager can assist you with this process.

Create a vendor list and designate primary vendor

You can assign replenishment vendors one pricebook item at a time. See Set up vendor list and primary vendor for pricebook items.

Set up replenishment vendors

You can designate new and existing vendors as replenishment vendors. These vendors can then be selected (or activated) for restocking inventory items in your pricebook.

1. Go to the navigation bar and click Settings.

2. In the side menu, click Inventory > Vendors.

3. In the vendor list, do the following:

   1. If you are creating a new replenishment vendor, click + New Vendor. The New Vendor Setup screen opens.

   2. If you are selecting an existing vendor, click the vendor name and then click Edit in the Vendor Profile. The Edit Vendor screen opens.

4. In the Vendor Name, Location & Status section, turn the Replenishment Vendor toggle on.

5. When you're finished, click Save.