Vendor management
Your vendors are the suppliers you buy stock from to resell on Amazon. The Vendors module is the source-of-truth list — name, contacts, payment terms, currency, lead times, and performance — used by purchase orders, invoices, and forecasting.
In this guide:
- Add a vendor
- Add contacts and payment terms
- See per-vendor performance
- Rate and review vendors
Step 1: Add a vendor
Go to Vendors → All vendors in the sidebar and click New vendor.
Required:
- Name.
- Country — drives default currency, tax handling, and shipping defaults.
Optional but recommended:
- Default currency (defaults to country currency).
- Tax / VAT registration.
- Address — used on PO PDFs.
- Payment terms — Net 30 / Net 60 / Net 90 / Custom.
Step 2: Add contacts
Each vendor can have multiple contacts (sales rep, accounts, logistics). Click into a vendor → Contacts tab → Add contact:
- Name, role, email, phone.
- Primary flag — the contact PO PDFs are emailed to.
Step 3: See per-vendor performance
The vendor detail page surfaces:
- Purchase orders — every PO raised against this vendor with status, dates, totals.
- Invoices — vendor invoices and payment status.
- Lead time history — measured lead times per PO. → Lead times
- Spend over time — chart of money paid to this vendor.
- Reliability score — Hilal-computed from on-time delivery, fill rate, and invoice accuracy.
Step 4: Rate and review vendors
The Notes tab lets you keep ad-hoc observations. The Rating field (1–5 stars) is your manual judgment, separate from the auto-computed reliability score. Both flow into vendor selection in the PO builder, where you can sort by rating or reliability.
Troubleshooting
- Vendor PDF emails bouncing. Update the primary contact’s email or use Mark as sent to skip auto-email.
- Reliability score is empty. Need at least 3 completed POs to compute. Comes online once you’ve used the vendor for a while.
- Currency conversion issues. If the vendor invoices in a different currency than your reporting currency, set the vendor’s default currency correctly so PO totals get auto-converted.