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Creating Vendors

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In the left-hand navigation bar, click <b>Vendors</b> to begin.

This page shows all <b>Vendors</b> set up with your company.<br><br>There are two ways to add vendors: by importing them in bulk or by creating them individually.

If you would like to add several vendors at once, you can import them into ApparelMagic using a template. To begin, click the <b>Actions</b> button at the bottom of the screen.

Select <b>Import</b> and <b>Vendors</b> from the menu.

Click the <b>Download Template</b> button. When it is on your desktop, open the .csv file using Microsoft Excel, Google Sheets, or another spreadsheet editing program to begin working on the import template.

<b>Row 2</b> of the file contains example data. You may use this data as reference. Delete it when you are ready to add information for your vendors.

Enter your vendors and their associated information, one per row.<br><br>A system administrator should create values in the <b>Settings</b> module for the following fields before they may be specified: <b>Division</b>, <b>Terms</b>, and <b>Ship_Via_Name</b>.<br>

We'll learn more about these fields later in the lesson when we add a vendor from scratch.<br><br>In the&nbsp;<b></b><b>Active&nbsp;</b>field, typing&nbsp;<b>1</b>&nbsp;will set the vendor as active and&nbsp;<b>0&nbsp;</b>will set them as inactive.

Next, save your .csv file and select or drag and drop the file into the&nbsp;<b>Upload</b>&nbsp;tab.

Any vendors you entered into the template will appear in the review&nbsp;tab. <br><br>Click&nbsp;<b></b><b>Import</b>&nbsp;at the bottom of the page to bring them into your system.

Confirm your input by clicking&nbsp;<b>Yes</b>&nbsp;on the dialog box.

When your companies have imported, click&nbsp;<b>OK</b>&nbsp;to continue.

The company will now be available in the <b>Vendors</b> module.

To add a new vendor individually, click&nbsp;<b>New</b>&nbsp;at the bottom of the screen.<br>

In the<b> Vendor Name</b> field, enter their name. This is a required field.

You may also enter their <b>Address</b> in the fields provided below.

You may select the type of vendor in the <b>Category</b> field. We'll choose <b>Manufacturing</b>.

The&nbsp;<b>Ship V</b><b>ia</b> field enables you to choose a default shipping method.

Use the&nbsp;<b>Credit Terms</b> field to select the vendor's terms.

Click&nbsp;<b>Finish</b>&nbsp;to continue.

Additional general contact information can be stored in the&nbsp;<b>Phone</b>,&nbsp;<b>Email</b>, and&nbsp;<b>Website</b> fields on the <b>Overview</b> tab.

Click&nbsp;<b>Save</b>&nbsp;before continuing.

Continue on to the <b>Locations</b> tab.

This tab will contain all locations associated with the vendor. Click&nbsp;<b>+</b> to add a location.

Here you may add the name of the location and all address details.<br><br>If this is the vendor's primary location, fill in the&nbsp;<b>Main Location</b> field.<br><br>Click&nbsp;<b>Ok</b> to continue.

Click&nbsp;<b>Save</b>&nbsp;before continuing.

Continue on to the&nbsp;<b>People</b>&nbsp;tab.

This tab keeps track of all contacts at the vendor company. Click <span class=""><b>+</b> to add a new contact.</span>

Here you can add any relevant contact information. Click&nbsp;<b>Ok</b> to continue.

Click&nbsp;<b>Save</b>&nbsp;before continuing.

<b></b>Continue on to the&nbsp;<b>Events</b>&nbsp;tab.

In the&nbsp;<b>Events</b> tab, you can store details of events, reminders, and notes involving your vendor.<br><br>Click&nbsp;<b>+</b> to add a new Event.

Here, you may create an <b>Event</b> pertaining to the vendor.<br><br>We've created a meeting, specifying its time and date, and giving background information in the <b>Notes</b> field.<br><br>If the event is associated with a particular style, enter that in the&nbsp;<b>Style</b> field.

Click <span class=""><b>Ok</b> to continue.</span>

Click&nbsp;<b>Save</b>&nbsp;before continuing.

Continue on to the&nbsp;<b>Open POs</b>&nbsp;tab.

When you have created Purchase Orders with this vendor, they will appear in this tab until they have been received by your warehouse.<br><br>Continue on to the&nbsp;<b>Files</b>&nbsp;tab.

This tab is integrated with Dropbox. You can drag and drop files related to the vendor, including contracts, spreadsheets, and more.<br><br>Please note that your system administrator must set up the Dropbox integration for this tab to appear.

<div>This concludes the ApparelMagic Vendors Tutorial.</div><div><br>Now that we've walked you through creating a vendor, try it out on your own! Fill out all the fields we showed in our example for best results.</div>