A Supplier Profile allows customers and suppliers to share one set of data, communicate over the ordering and delivery process and avoid billing disputes. This article shows you how to setup a Supplier Profile.
Step One: Add Your Catalog
The first step is to add your catalog. Go to the Catalog section and add your products one by one using the Add new button or, alternatively, upload them in bulk by importing a file.
Step Two: Add Your Customers
The next step is to add your customers. This is done in the Customers section. It can be done one by one using the New Customer button, or in bulk by importing a file. An import template file is available for this.
Step Three: Create Varieties and Pricing Groups
You can create varieties and pricing groups for your customers. A variety will display only specified catalog items to the customers it is assigned to. Pricing groups should be used when certain catalog items have different prices for different customers.
These can be added to customers using their respective dropdowns in the Customers section.
Step Four: Reports
In the Reports section, you can view your reports in real-time. The Products Report contains details on previously ordered products, and in the Delivery Report you can see all products that you need to prepare for future orders.
To get to the settings section, click the supplier icon in the top left and then click on the settings gear. In the settings section, there are import options such as managing varieties, pricing, and partial visibility, as well as access to add-ons.
For a detailed description on how to setup a supplier account check out the Supplier's Account section.