Vendors in Inventory Planner represent the suppliers you purchase your inventory from. A single variant may be assigned multiple vendors.
Syncing vendors
When a new product is synced to Inventory Planner, the vendor is set to “unknown”. A vendor must then be assigned in the variant catalog. Learn more about assigning vendors here.
Vendors cannot currently be synced from Shopify. This is because Shopify’s vendor field is often used to store the brand and only allows a single vendor to be assigned to each product.
If you are interested in vendor syncing from Shopify being added as a future feature, please contact our Support team.
Vendor catalog
Your vendors can be viewed in the Vendor catalog, accessible by clicking “Vendors” on the top navigation bar. You can also add new vendors and edit or remove existing vendors on this page.
The vendor catalog displays:
Field | Description |
Name | The vendor’s name. Click to edit the vendor. |
The vendor’s email address. Edit it on this page, and click “Save” to save your changes. | |
Variants | A link to the variants associated with the vendor. |
You can filter by vendor name, and click on any of the columns to sort by that column.
Adding a new vendor
To add a new vendor, click the “+ New vendor” button at the bottom of the page. You will be asked to fill in the vendor details.
Editing an existing vendor
To edit an existing vendor, click their name in the Vendors catalog.
Vendor details
Field | Description |
Name | The vendor’s name. |
The vendor’s email address. You can enter multiple email addresses, separated by commas. | |
Address | The vendor’s address. |
Internal notes | Internal notes relating to the vendor. |
Lead time | The lead time is the average time between placing an order and receiving inventory into the warehouse. |
Days of Stock | Days of Stock is the number of days you’d like inventory to cover. |
Currency | The vendor’s currency. Cost prices for items on purchase orders for this vendor will be in this currency. |
Default discount | The percentage discount the vendor offers you, if applicable. This discount will automatically be applied to new purchase orders created for the vendor but can be overwritten. |
Default PO notes | The default notes for new purchase orders assigned to this vendor. These notes appear on the purchase order template used when emailing the document to the vendor. |
Default periods
When updating the default periods (lead time and/or days of stock), upon saving the vendor, confirm whether to update these periods for all variants assigned to the vendor.
Use the checkboxes to choose which values to update. Check the option if all variants should have the same default as the vendor. Uncheck the option if variants have specific lead times/days of stock (the variant specific values can be updated in the Purchase screen).
You can also trigger this update without editing the values by clicking the “Update variants” button in the default periods section of the vendor edit page.
Removing vendors
To remove a vendor, select them in the vendor catalog, then click Bulk actions > Remove. You can remove multiple vendors at once.
Clicking “Remove” will open a modal window asking you to confirm that you want to remove the vendors.