How to add a vendor

Adding a vendor

Click Add New Contact in the top right, then select Vendor at the top of the panel.

Required fields

• Vendor Name

• Email

Basic info

• Phone Number

• Account Number -- Your trade account number with this vendor.

• Company Description -- Use this for the vendor category, specialty, or any notes you want searchable. Many studios use this field to categorize vendors (e.g. Upholstery, Lighting, Rugs).

Site details

• Login URL -- The vendor's trade portal or ordering page.

• Username and Password -- Stored securely. From the vendor profile, click the key icon to copy credentials directly without exposing them on screen.

Rep information

You can add multiple reps for one vendor. For each rep, enter their name, phone, and email. Check Make default on the rep you contact most often -- they will appear first.

Pricing and notification settings

The Other Info section controls pricing defaults and notifications for this vendor. These fields only appear on the vendor's main profile page if the corresponding checkbox is checked when creating or editing the vendor.

• Use a default discount for products -- Sets a discount % that pre-fills on products sourced from this vendor.

• Default Markup %

• Default Margin %

• Default Landed Multiplier

• Default Tax %

• Disable Email Notifications -- Applies to the vendor and all their reps.

You must check the box next to each pricing field to have it display on the vendor profile and apply as a default. Leaving a box unchecked means that field will not carry over to products or show on the profile.

Viewing a vendor profile

Clicking into a vendor shows their full profile. You will see:

• Basic info tile -- Name, phone, account number, and the login URL button.

• Rep info -- All reps listed, with default rep shown first.

• Pricing -- Any pricing defaults that were checked during setup.

• Activity feed -- All activity related to this vendor.

• Notes -- Vendor-specific notes.

• Purchase Orders -- All POs attached to this vendor are listed here.

The company description field is searchable. Use it strategically -- many studios enter the vendor category here so they can search by type (e.g. searching "Lighting" returns all lighting vendors).