Tools for Vendor Items

Overview

How-to video on our vendor tools

If you sub-rent items from friends, you can now keep track of them and send automatic availability and and price requests to the vendors.

If you create multiple vendor items with the same name but assigned to different companies, the system will send out pricing & availability requests to all of these vendors when the item with (Multi Vendor) is selected.

After a vendor responds you’ll be able to see the availability and cost on that lead. Additionally, vendor items do not count against your rental inventory limit.

You can adjust the details manually as well (when viewing the event tab of a lead).


Managing your Vendors

Go to Settings->Inventory->Vendors (on the bottom-left). Here you can add new vendors. The company name will show up next to the item if it is used in a lead. The email address will  be used for notifications to the vendor.



Deleting a vendor will cause all of the inventory associated with that vendor to be made inactive. To find these items you'll need to click on the Vendor tab in the rental inventory


Assigning an item to a Vendor

When editing an item under Settings->Inventory, go to the Advanced section to set the Vendor. 


If the item was created from the lead's quick-add bar then it will also need it's category set if you'd like it to appear on your quote page or WP website. If you'd like it to not appear in these places then make it inactive or set the Pages to be excluded.  Keep in mind that if you set a category, it will be counted against your inventory limit (unless you set it inactive or exclude it from the Quote Request pages).  

If you are changing an item to a vendor item, remember that you will not be able to see it in your inventory list unless you mark the filter checkbox to show vendor items above the inventory list.  

Adding a vendor item to a lead

You can use the search box when editing a lead to find a vendor item or add a new one (use +vendor). Next you'll be able to create or assign an existing vendor to that item. When an item is created this it will not have a category assigned to it and will therefore not appear on your quote page until a category is assigned to it under Settings.

If you need to add multiple vendor items, click update then repeat the process. Also note that you can still add single use items to the lead in the same manner as before (type in the item name and price and hit update).

Also, if you remove a vendor item from a lead then later add it back, the cost and availability details will be lost.



Vendor Alerts and Notifications

After you add a vendor item to a lead the system will send an email to the vendor asking for them to provide the availability and cost to provide the item. The email is sent 30 minutes after the last time the lead was modified. If  there are multiple quotes from the same customer it will only send one email using the information from the most recently modified lead.

When a vendor gets the email they can click a link to say whether the item is available or not and the cost. They are only provided the event time and the city it's in. Currently there is no notification when this occurs, but this will be added shortly.

A vendor item will show as purple when the availability is unknown, black when available, and red when not available. You can hover over the item to see the cost.



Vendor Purchase Orders (POs)

You can send a PO to the vendor to confirm the reservation (on the Contract tab of a lead).  POs are created under Settings->Contracts.  Switch the Contract Type to Vendor instead of customer.  



Other Notes

Vendor items do not count against your inventory limit unless you assign them to a category. Normal conflict checking does not work on these items as a vendor must respond to mark it as available or not. 

We will be likely adding the following in the near future:
- ability for vendor to provide comments
- details about who delivers vendor items (need some feedback on this)

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