How do I set up suppliers?

Topics

1. How to add a supplier
2. How to add custom text
3. How to set up email preferences
4. Other supplier settings

How to add a supplier

1. Click on your Company Name in the top right-hand corner of the screen.

2. From the dropdown select Account Settings. 

3. Under Fulfillment, select Suppliers. Click Add a supplier. 

4. The minimum fields required to create a supplier are the Supplier Name, and an email address. You’ll also see fields for a contact name, phone number, fax number, and physical address. See below for more details about adding Custom Text.

Note: If you wish to add multiple email addresses you can do so by separating each address with a comma.

5. Once you have entered in this information, click Save.

Note: To edit an existing supplier, select Edit on the supplier. 

How to add custom text

Anything in the Custom Text field will appear on Dropship Requests and PO Requests. See below for examples.

Purchase Order Request

Dropship Request

How to set up email preferences

Communication Method for Requesting Dropshipments

• If you want your supplier (or dropshipper) to be emailed an order for fulfillment, select Send Email and enter your supplier’s email. Be sure to click Save to make this change.
• If you wish to add multiple email addresses you can do so by separating each address with a comma.

• If you do not want your supplier (or dropshipper) to be emailed an order for fulfillment, select None. Be sure to click Save to make this change.

Communication Method for Requesting POs 

• If you want your supplier to be emailed a Purchase Order (PO) to restock inventory, select Send Email and enter your supplier’s email. Be sure to click Save to make this change.
• If you wish to add multiple email addresses you can do so by separating each address with a comma.

• If you do not want your supplier to be emailed a Purchase Order (PO) to restock inventory, select None. Be sure to click Save to make this change.

Other Supplier Settings

There are other options you can set for your supplier. 

• Dropship Request Email Options: Show supplier cost in automatic dropshipment request emails.
  • Please visit this support article to learn more about this setting. 
• Linked Warehouse
  • Please visit this support article to learn more about this setting.
• Default Shipping Method and Shipping Method Mappings
  • Please visit this support article to learn more about these settings.