Vendor Management

Overview

Some vendors do not provide automated ways to receive fulfillment requests and respond with tracking/invoice information.

In these situations, resellers looking to better communicate with their vendors have the ability to provide them access to a Vendor Portal. This is a portal with custom branding (logo included) in which your vendors will be able to view new fulfillment requests and upload tracking and invoices.

Guide for Vendor Onboarding

If you are looking to onboard vendors to your vendor portal we have a comprehensive guide to simplify the process for them! Feel free to provide the guide found here to your vendors!

Guided Tutorial

How to Onboard Vendors

Step 1: Create a Source, Vendor, and Enable the Portal

See Creating a Source for information on how to create a source.

Requesting A Vendor Subdomain

Under Sources, click on Vendors
Click on ADD VENDOR
Enter name and description(Optional)
Click on Create to add this vendor
Click on the created vendor and at the top of screen a pop-up is located to create subdomain for the vendor
Enter a generalized name for the vendor subdomain and click on Request to generate.

Note:

Any admin can create a vendor portal for your account
Only allowed to enter alphanumeric characters and hyphens
Only one vendor portal domain is allowed per account, It is recommended to use a general name for subdomain
- Usually best to use your company name so all vendors that use the portal can recognize who they are working with through the URL
The vendor domain name will be used from the reseller portal if you need it in the future.
- EX. You enter the domain name "XYZABC“ for the vendor portal. It will also be used for the reseller portal.

During this process, associate a vendor with the source.

Once done, navigate to Sources → Vendors (top tab)

Select a supplier and toggle on "Has Access to Your Vendor Portal"

Click on users in order to add users from your vendor. This will send them an email prompting them to create a password and log into your portal.

Step 2: Connect the Vendors Inventory and Product Data

When connecting your inventory and product data to provide accurate quantities and product information to your retail partner, we have three options for you (outlined below in order of preference):

Option A: Connect directly into their ecommerce store

Eligible if on a supported platform, such as Shopify or BigCommerce.
Their store would need to be an up-to-date and accurate source of product data, quantities and pricing.
This would be the most accurate and efficient way to pull quantities, cost and new products.

Option B: A CSV file provided on an FTP, HTTP link or via email

Here is a sample of the ideal CSV format
If you have a file already in place, we can map that format (with or without headers) in most cases.
You can place this file on Dropbox, FTP or send via email as the file is updated with new products or quantities.
Here is a guide on the required and optional data points

Option C: Integrate via our API/EDI specs

This would require your development team (or ours) to connect your suppliers.
Here is a link to our API and EDI specs are provided upon request.

Step 3: Acknowledging a Fulfillment Request

Once inventory is integrated and your vendor has access to the vendor portal, they will be able to view and manage any fulfillment request you send them.

When they receive a fulfillment request, they can select "acknowledge" within the Vendor Portal to acknowledge they will be fulfilling the order.

Additional Changes

Vendors can now acknowledge/cancel single line items in the vendor portal

Fulfillment Details

Custom Fields

Qty

Step 4: Post Shipment Details

Once the order has shipped, the vendor is able to add shipment to update tracking details, shipping method, and more information.

Step 5: Post Invoices

The vendor can post invoices at any time by selecting the Add Invoice button.

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