Vendors are wholesale purchasers who submit bulk orders to the licence holder. Each vendor can have multiple licence numbers–one for each address associated to the vendor.
Required permission(s): vendor_read, vendor_update
- In the Wholesale application, open the Vendors tab.
[img vendors-index] - Click New to open a blank Vendor Profile on Step 1: General Information.
- Configure the vendor’s General Information in the fields provided. An asterisk* denotes a required field.
- Vendor Name: The vendor’s name.
- Vendor Type: Indicates whether the vendor is a wholesale supplier, customer, or both.
- Phone Number: The vendor’s primary phone number.
- Fax: The vendor’s primary fax number.
- Code: The vendor’s abbreviated code.
- Language: The vendor’s primary language.
- Vendor Category: The vendor’s category. Vendor categories are a method used to group vendors with similar properties.
- Visit the Settings tab to Add a New Vendor Category.
- Description: A brief description of the vendor.
- Tax ID(s): The vendor’s HST, GST, PST, and QST tax numbers, if applicable.
- Add the vendor's website information, if applicable.
- In the Websites section, click Add a Website.
- Enter the website's URL in the field provided, and write a brief description.
- Click Add to save the website. Repeat as necessary.
- In the Websites section, click Add a Website.
- Click Continue to proceed to Step 2: Addresses & Contacts.
- Configure the details of at least one shipping/billing address associated with the vendor.
- In the Addresses and Associated Details section, click Add an Address. This opens a modal.
- Enter the address in the fields provided. An asterisk* denotes a required field.
- Name: The location's name.
- Address Line 1/2: The location’s address.
- City: The location’s city.
- Province/State/Region: The location’s province/state/region
- Postal Code / ZIP: The location’s postal/ZIP/mailing code.
- Country: The location’s country.
- Phone Number: The location’s primary phone number.
- Fax: The location’s primary fax number.
- Email: The location’s primary email address.
- Licence Number: The location’s licence number. Each address may have a unique licence number.
- Licence Types: Describes the nature of the licence. The options selected here affect which options appear when setting a Sales Order's purpose.
- These options only appear if the address is in Canada.
- Description: A brief description of the location.
- Click Add to save the address. Repeat as necessary.
- In the Addresses and Associated Details section, click Add an Address. This opens a modal.
- Configure at least one point-of-contact.
- In the Contacts section, click Add a Contact. This opens a modal.
- Enter the contact's information in the fields provided.
- First Name: The contact’s first name.
- Last Name: The contact’s surname.
- Job Title: The contact’s job title.
- Primary Phone Number: The contact’s primary phone number.
- Alternate Phone Number: The contact’s alternate phone number.
- Fax: The contact’s fax number.
- Email: The contact’s email address.
- Click Add to save the contact. Repeat as necessary.
- In the Contacts section, click Add a Contact. This opens a modal.
- Click Save to finalize the new vendor.
Before a licence holder can create a Sales Order for the new vendor, the vendor must be Approved.