How to Create a Vendor

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

1. In the Wholesale application, open the Vendors tab.
   
   [img vendors-index]
   
   
2. Click New to open a blank Vendor Profile on Step 1: General Information.
   
   
   
   
3. 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.
     
     
4. Add the vendor's website information, if applicable.
   
   
   1. In the Websites section, click Add a Website.
      
      
      
      
   2. Enter the website's URL in the field provided, and write a brief description.
      
      
      
      
   3. Click Add to save the website. Repeat as necessary.
      
      
      
      
5. Click Continue to proceed to Step 2: Addresses & Contacts.
   
   
   
   
6. Configure the details of at least one shipping/billing address associated with the vendor.
   
   
   1. In the Addresses and Associated Details section, click Add an Address. This opens a modal.
      
      
      
      
   2. 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.
        
        
   3. Click Add to save the address. Repeat as necessary.
      
      
      
      
7. Configure at least one point-of-contact.
   
   
   1. In the Contacts section, click Add a Contact. This opens a modal.
      
      
      
      
   2. 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.
        
        
   3. Click Add to save the contact. Repeat as necessary.
      
      
      
      
8. 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.