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How to Approve a Vendor
How to Approve a Vendor
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

Before approving a vendor, ensure the vendor meets internal approval criteria. Each license holder should create Standard Operating Procedures–or SOPs–to determine how and when vendors are approved internally.

Required permission(s): vendor_read, vendor_update

  1. In the Wholesale application, open the Vendors tab.

    [img vendors-index]

  2. Select a vendor to open the Vendor's Profile.

    [img vendor-profile]

  3. Open the Status drop-down menu, and select Approved.

  4. Click Save to approve the vendor.


Once the vendor has been approved, Create a Sales Order.

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