Who is this guide for?Owners and Admins. Finance and Viewers can see vendors but not change them.
Before you begin
- Stock counts is on. Without it, the Vendors and Purchase orders tabs don't appear.
- Vendors and purchase orders are part of Surge Plus and Surge Premium.
Add a vendor
Your account number is the number the vendor knows your shop by. It's printed on your orders.
On the back office
- Go to Store setup > Vendors.
- Click Add vendor.
- Type the Name.
- Optional: fill in Your account number, Contact name, Phone, Email, Address and Notes.
- Click Save.
Say who supplies an item
On the back office
- Go to Store setup > Items and open the item.
- In the Vendors card, click Add a vendor.
- Choose the vendor. Optional: add Their code, Cost each and Units per case.
- Choose the Default vendor. Reorders go to this one.
- Click Save vendors.
Stop using a vendor
Click Retire on the vendor. A vendor can be retired but not deleted, so past orders keep its name. To bring one back, click the link that shows how many are retired, then Restore.
Still stuck?
info@surgeups.comEmail us your business name and what you were trying to do.