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Adding Vendors

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Adding a Vendor lets you add them to any Project.

  • In the Left Navigation click ‘Admin’.
  • Click ‘Vendor Rep List’.
  • Click ‘Create New Vendor Rep’.
  • Step 1Adding Vendors
  • Step 2-3Adding Vendors

Option 1:

  • 4.) Click ‘Add a Vendor manually’.
  • 5.) Click the dropdown to change the Vendor ‘Status’.

    A Manufacturer or Vendor can be taken out of the active list to be selected by a User using the ‘Status’ box.

    This will NOT delete them from Items they were previously attached to, it will just prevent them from being attached to any new items.

  • 6.) Enter the Vendor information.
  • 7.) Click ‘Save’ to save and close.
  • Step 4Option 1: Add a Vendor manually
  • Step 5-7Option 1: Add a Vendor manually

Option 2:

  • 4.) Click ‘Upload a file ( .xls, .xlsx, .csv)’
  • 5.) Click ‘here’ to download template and fill.

    *Follow the instructions on the Excel file to fill the cells.

    Copy and Paste your Manufacturer information into the appropriate columns.

    *DO NOT add or remove any columns on the spreadsheet.

  • 6.) Drag and drop file or browse from computer to upload file.
  • 7.) Click ‘Add these Manufacturers to your Manufacturer Source List’ to add.
  • Step 4Option 2: Adding Vendors
  • Step 5Option 2: Adding Vendors
  • InstructionsOption 2: Adding Vendors
  • Step 6-7Option 2: Adding Vendors

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