Allows you to view information about your vendors/manufacturers.
Click on Vendors from the left hand menu.
Allows you to view information about Sales Reps on your team. And manage your profile, Vendor Account Numbers
Click on Reps from the left hand menu
To edit your Profile, click on the Edit button.
To edit your Vendor Account Numbers, click on the Vendor Acct Nbrs button.
This will show you your profile, and allow editing.
Enter info, and click Save button.
This will show you each of your vendors, and allow entering your account number for them.
Enter your account number for each vendor.
Click the Save button.
If you do not have vendor account number, you may leave the Account Nbr text box blank
Click on Customer List from Customers drop down, in left hand menu.
To search for a customer, enter search term in Search text box and click Search button. Check Include Inactive Accounts, to include all accounts.
You may enter any part of customer name, city, state, phone, buyer name to search for a customer.
To Add New Customer, click on the Add New Customer Button.
To Export Customer list to excel, click on the Export button.
To Edit Customer, click on the Edit button next to customer to edit.
To View Orders you have placed for customer, click on the Orders button next to customer.
To View Sales History report for customer, click on the Sales button next to customer.
Fill out info for customer.
| 1) Bill-To | Select Bill-To from drop down, select "None" if this customer has no Bill-To. |
|---|---|
| 2) Buyer Email | This will be email address when sending orders to customer. |
| 3) Vendor Email | This will be email address displayed on orders sent to vendors. |
| 4) Status | Use this drop down to mark customer as active or in-active. |
To Save customer info, click on the Save Button.
To Start another new customer, click the Add New button
Click on Bill-To List from Customers drop down, in left hand menu.
To search for a Bill-To, enter search term in Search text box and click Search button.
You may enter any part of Bill-To name, city, state, phone to search for a Bill-To.
To Add new Bill-To, click on the Add New Bill-To Button.
To Edit Bill-To, click on the Edit button next to Bill-To to edit.
Fill out info for Bill-To.
To Save Bill-To info, click on the Save Button.
To Start another new Bill-To, click the Add New button
Click on Item List from left hand menu.
Select vendor from Vendor drop down
To search for an item, enter search term in Search text box and click Search button. Check Include Inactive Items, to include all items.
You may enter any part of item sku, description, upc code, isbn to search for an item.
To View Item, click on the View button next to item to view.
To view larger image, click on the item image.
To view Advance Pricing (including Qty Break prices), click Advance Pricing button
Click on Order List from Orders dropdown in left hand menu.
Message in red, will indicate how many orders that need to be acknowledged.
Click View All New Orders button, to view just all the new orders, that need acknowledged.
To Acknowledge Order, click Acknowledge button next to order.
| Ready To Send | Order is ready to send to venor. |
|---|---|
| Sent | Order has been sent to vendor. |
| Hold | Order is placed on Hold. And will not be sent to vendor |
| Mark as Sent | Order is Marked as Sent to vendor, will not send to vendor. Use this for orders you just want a record of order but will not send to vendor. |
| Not Sent | Order has not been sent to vendor yet. |
|---|---|
| Sent | Order has been sent to vendor, but vendor has not viewed order yet. |
| Received | Order has been viewed by vendor. |
Select Export Format from drop down, Enter Sent Date to view, and click Search button.
Click Export button, to export the orders.
Zip file will download to you with order files.
| Standard CSV Format | Standard Comma Separated text file (.csv) |
|---|---|
| Syncware CSV Format | Standard Comma Separated text file in Syncware format (.csv) |
| Fishbowl Inventory System API | Send orders to Fishbowl. Contact SRP support if you use Fishbowl |
Click on Order Forms from Orders dropdown in left hand menu.
Select Vendor from drop down, to view orders forms for this vendor.
Click on Add Order Form to add new Order Form
Click on Edit button, next to Order Form you wish to edit
Fill out info for order form.
To Save Order Form info, click on the Save Button.
To Start another new Order Form, click the Add New button
Start typing sku or description, and select item from dropdown of items
then tab to qty field and enter order qty.
Qty will default to Min Order Qty
