Quick Start: Set Up a New Vendor

Before you can order from a vendor, TORO needs three things: the vendor company, a sales rep to send orders to, and the brands you buy from them. Here's the fast version. For the full detail on any step, follow the links.

1. Create the vendor company

1. Dashboard → Purchasing → Manage Vendor Companies.
2. Click Add.
3. Enter the Name (the only required field), plus address, phone, and contact if you have them.
4. Click Save.

(Full detail: Setting Up a Vendor Company.)

2. Add the sales rep

1. Still in the Vendor Company Editor, find the Company Reps table and click the green +.
2. Enter the rep's Name and Email (both required).
3. Set How to Send Purchase Orders to To (or CC/BCC). You can't leave this on None.
4. Click Save.

(Full detail: Adding Vendor Sales Reps.)

3. Link the brands you buy from them

1. In the Vendor Company Editor, find the Brands For Company table and click the +.
2. Pick every brand you order from this vendor.
3. Click Save.

Prefer to work from the brand side? Dashboard → Items → Manage Brands, and clear any brand showing a red background by linking it to its vendor.

(Full detail: Linking Brands to Vendors.)

Done

That's it — vendor, rep, brands. You're ready to write your first order: Quick Start: Create and Send a Purchase Order.